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Estate Planning as an LGBTQ+ Couple: 6 Things to Consider

Many LGBTQ+ couples face additional challenges in making sure their assets are protected. Here are 6 of those challenges, and what you can do to overcome them.

Retirement Strategy: Money & Longevity

June 1, 2023 Next Chapter Years Retirement Planning By Advisor Laurence Hale

Longevity is a major factor in your retirement strategy. Take a look at what you and your financial professional will want to consider.

Thinking About Paying Off Your Child's Student Loans? 5 Things to Consider

May 1, 2023 Next Chapter Years College Planning Financial Planning By Advisor Laurence Hale

It's no wonder parents want to help their children pay off their student loans – but it may not be the best choice. Here are five things to consider.

Generational Wealth Planning: A Guide to Growing and Protecting Your Wealth for Decades to Come

April 9, 2023 Next Chapter Years Estate Planning By Advisor Laurence Hale High Net Worth

About 70% of wealthy families lose their wealth by the second generation. Here's how to beat those odds.

What the Silicon Valley Bank and Signature Bank Collapses Mean for You

March 14, 2023 Balancing Act Years Next Chapter Years Business Owners Business Executives Investing Financial Planning By Advisor Mike Baum By Advisor Laurence Hale By Advisor Leisl Cording By Advisor Jim Zahansky By Advisor Holly Wanegar

You may have heard about the Silicon Valley Bank and Signature Bank collapses. Here's what it's all about, and our thoughts on what it could mean for the economy and your finances.