

Checklist: 5 Financial Decisions to Consider Before December 31
This week, before the year ends, consider these 5 financial, retirement and tax actions you may need to take before it’s either too late...

Sarah Ventris
Dec 26, 20223 min read


Green Funerals: 6 Eco-Friendly Options for Your Remains
The environmental costs of death are significant and constantly rising. With 8 billion people on the planet right now—all of whom have...

Sarah Ventris
Dec 19, 20226 min read


Will the Coming Wealth Transfer Be a Blessing or A Curse for Your Family?
Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy sounding name, it’s a fact that a tremendous...

Sarah Ventris
Dec 12, 20225 min read


4 WAYS ESTATE PLANNING CAN IMPROVE RELATIONSHIPS WITH LOVED ONES
With the holiday season here, you’re probably spending lots of time with your family and friends. During these moments, you’re likely...

Sarah Ventris
Dec 7, 20224 min read


How Will a Recession Affect Your Family?
As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is...

Sarah Ventris
Nov 29, 20227 min read


7 Issues to consider when purchasing disability insurance
If you earn a good living now, but you worry about not having enough money for a future time when you cannot work due to illness or...

Sarah Ventris
Nov 21, 20225 min read


How to Manage Your Digital Accounts after Your Death—Part 3
If you have preferences about what happens to your digital footprint after your death, you need to take action. Otherwise, your online...

Sarah Ventris
Nov 15, 20226 min read