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  The Revenue Stream The Silent Gap in Many Clients’ Financial Plan: No Named Decision-Makers Estate planning is critical for clients with minor children, but it is equally important that individuals without children have an up-to-date plan. Although an estate plan for clients without children may look different than one that is structured for minor […]

  The Wealth Counselor   Who Speaks for You? Choosing Trusted Decision-Makers Without Adult Children If you do not have children, whether by choice or circumstance, estate planning can feel like it was not designed with you in mind. Most of the conversations around estate planning and legacy assume that there is a next generation

  The Revenue Stream The Advisor’s Preparedness Audit National Preparedness Month is observed every September to encourage individuals, families, and communities to plan for disasters and emergencies. According to national data from 2024, weather and climate disasters have become more frequent, more severe, and more costly. Read more to discover that advisors should give emergency

  The Wealth Counselor   Be Ready for the Unexpected: A Big-Picture Checklist According to national data from 2024, weather and climate disasters have become more frequent, more severe, and more costly. Are you giving emergency preparedness the appropriate amount of attention? Read more to discover that a big-picture planning checklist can reveal your readiness

  The Revenue Stream When Clients Travel, Small Gaps Can Turn into Big Problems When a client shares their upcoming travel plans, our initial reaction may be to simply wish them well. However, advisors can play a more active role by helping clients prepare for unanticipated issues that may arise on the road. Read more

  The Wealth Counselor   The Window of Opportunity: Legal Steps to Take When You First Notice Memory Problems You have been seeing the signs for months. Mom or Dad has not quite been themselves lately. They are forgetting things more often: appointments, addresses, payments, names. The other day, they got lost going to a

  The Revenue Stream A Financial Advisor’s Guide to Navigating Different Types of Wills Advisors should understand why most Americans do not have even the most basic estate plan in place. Advisors should also pay attention to the validity of wills for those people who do have a will or are engaged in the estate

  The Wealth Counselor   Which Will Would You Choose? If you or your loved ones have not yet created a will, you are not alone. In fact, according to a recent survey, not having created a will puts you among the majority of Americans. Learn more about why estate planning should be done early,

  The Wealth Counselor   High School Seniors Can Use a Starter Estate Plan The long, carefree days of summer are nearing an end. If you have a high school senior at home, childhood is also coming to an end for them as they prepare to graduate, turn 18, and enter the “real world.” Read more

  Young Adult Estate Planning High School Seniors Can Use a Starter Estate Plan As summer fades into fall and school resumes, millions of seniors are entering the home stretch of their high school careers and marking their official entry into legal adulthood at age 18. While an 18-year-old may not need as many tools in