Newsletters

  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

  The Wealth Counselor   An Estate Plan Is Your Script to a Lasting Legacy Viewing yourself as the main character in the movie of your life is associated with greater psychological well-being. It can make you feel more competent, autonomous, and effective. Read more to learn how to take control of your story by

  The Revenue Stream Helping Clients Write Their Legacy Script  Time magazine was mocked in 2006 for its choice of “You” as Person of the Year. But fast-forward to 2024, and we have terms such as “main character syndrome,” “brand storytelling,” and “customer journey.” Read more about how Advisors can tap into this human propensity

  The Revenue Stream What Your Clients Need to Know About Transferring Their Season Tickets Having a limited number of home games also makes football season tickets highly coveted. The most popular teams commonly have multiyear waiting lists. One way for fans to cut the line is to have season tickets transferred to them. Transferring

  The Wealth Counselor   What You Need to Know About Transferring Your Season Tickets While a fan might pass down their love for an NFL or college football team to family, passing down season tickets to them is another matter. Read more to learn about how each team has a different policy about transferring