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Most people view estate planning as a way to make sure assets are distributed according to their wishes following their death. While this typically is the main reason to start the estate planning process, there are several lesser-known advantages of having an estate plan in place. Following are eight benefits of estate planning you may … Read more

According to a recent Vanguard study, individuals who work with a financial advisor achieve a 3% greater return on their investments versus individuals who do not work with a financial advisor.[1] Yet 37% of workers and 19% of retirees do not know whom to go to for financial and retirement planning advice, and only one … Read more