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Bridging the Gap

Between financial health and personal well-being

The SECURE Act and You Thumbnail

The SECURE Act and You

Yesterday, Congress passed the SECURE Act. Since you may hear about this Act as the “Biggest Retirement Bill in More than a Decade” we wanted to share our initial thoughts with you.

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Protecting What’s Yours Thumbnail

Protecting What’s Yours

Three tools you can use to protect your health and wealth care interests while you are alive: (1) the financial power of attorney, (2) the trusted contact, and (3) the healthcare advance directive (including a living will and healthcare power of attorney).

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Good Advice Thumbnail

Good Advice

In today’s climate of free financial plans, $0 fund pricing and automated investment management tools, you may wonder whether you still need a living, breathing financial adviser.

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