Library

Corey Jackson, CLU®, CFP®, ChFC®, CASL®

Senior Wealth Management Consultant

Financial Planning » 3 Ways to Determine How Much Life Insurance You Need

June 28, 2019 | Financial Planning

Life insurance is a financial tool that can help individuals accomplish a variety of financial goals. Most commonly, life insurance provides for dependent family members in case of premature death. Life insurance can also be used to fund certain goals, such as a child or grandchild’s future …

Dana Vosburgh, CFP®

Director of Family Wealth Management

Financial Planning » How Investors Should Handle Market Selloffs

May 29, 2019 | Financial Planning

When times are good, investors tend to think the good times will go on forever; and when times are bad, it can feel like the pain will never end. Heading into the end of last year, investors were enjoying one of the longest bull markets on record. US stocks reached levels up over 400% from their 2 …

Financial Planning » Prosper, Volume Two

May 15, 2019 | Financial Planning

Our Family Wealth Management team is committed to helping people navigate the complexities and uncertainties that exist when preparing financially for their futures. In Prosper, we address a diverse range of planning challenges to ensure your legacy lives on, including useful information on …

Rebecca Galliford, CFP®

Wealth Management Consultant

Financial Planning » Today’s Household CFO

April 22, 2019 | Financial Planning

When it comes to investing and managing household finances, women’s roles have evolved. Just as the number of women in the workforce has drastically increased over the past several decades, so too has the number of women who have taken on the responsibility of their family’s finances. In fact, …

Tom Lesko

Senior Wealth Management Consultant

Financial Planning » 3 Ways to Effectively Use Grandparent-Owned 529 Plans

March 20, 2019 | Financial Planning

Spring can be a busy time of year, especially for families with high-school seniors ready to take the next step to college. In addition to thinking about college acceptance letters, parents (and grandparents) should be thinking about how a 529 account can help pay for college when your child or …

Tom Lesko

Senior Wealth Management Consultant

Financial Planning » Ready, Set, Go! Financial Resolutions for 2019

January 28, 2019 | Financial Planning

It’s a new year and there’s no better time to think about resolutions to get on track to meet your financial goals for 2019 and beyond. So let’s jump in with these six financial resolutions: Understand your net worth. To help get your financial situation in order, understand your net worth …


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