Here are some additional planning tips to bring you peace of mind in the new year. Review your asset allocation. The start of the new year is an excellent time to reassess your investment portfolio to make sure your asset allocation is where it should be to accomplish your investment goals. Additionally, a stock, mutual fund or other investment that out-performed the market two years ago may not have done as well in 2025. If so, take a long, hard look at it. Make a detailed m

In the hustle and bustle of our youthful years, contemplating estate planning may seem like a task meant for a far-off future. Yet, the importance of having crucial documents in place cannot be overstated, even for those under the age of 40. Particularly, health care directives and powers of attorney are not just for the older generation; they are essential tools for safeguarding our well-being and financial affairs, especially as we embark on new life chapters. It’s Not Just

Modern families come in all shapes and sizes - second marriages, stepchildren, unmarried life partners, and chosen families. But with more love comes more complexity, especially when it comes to estate planning. Without a solid plan in place, blended families can face unintended disinheritance, disputes, and financial hardships. If your family doesn’t fit the traditional mold, you need an estate plan that reflects your unique dynamics and protects everyone you care about. Wit