A guide to why you need an executor, and how to choose a good one. U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors. As a result, he...
Learn about the unique needs of governmental plan sponsors, opportunities for fiduciary advisors to serve this market, and the resources needed to get started. Join Retirement Plan Advisors CEO Josh Schwartz on October 30 for a webinar that will reshape how advisors...
Having estate planning conversations early eases the burden for all parties involved Have you ever told your beneficiary that they’re your beneficiary? If not, now is the time. Don’t wait until it’s too late to have the conversation. According to a recent Edelman...
Five tips for “getting your house in order” When you read about money matters, you may see the phrase “getting your financial house in order.” What exactly does that mean? When your “financial house” is in order, it is built on a solid foundation. You have the...
Click here to read. Click here to watch. Our latest Market Commentary reflects on the second quarter’s tumultuous but ultimately rebounding economy. The U.S. consumer remains strong, supporting growth. And, trade policy shifts, geopolitical risks, and inflation could...
Four Tips for Documenting Proof Only 47% of Americans have completed home inventory, despite the fact that more than three million Americans were displaced by natural disasters in 2023.1, 2 It’s great to have insurance against damage and loss, but if you can’t show...
