6 Key Financial Considerations for Unmarried Couples
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6 Key Financial Considerations for Unmarried Couples

As many committed couples are choosing to forgo marriage, it’s becoming more common for wealth advisors to receive questions on the financial planning implications. According to the most recent U.S. Census Bureau’s annual America’s Families and Living Arrangements study, the number of unmarried couples has grown from 4.1% in 2001 to 8% in 2021. Despite this increase,…

Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future
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Recently Widowed: Dealing with Immediate Financial Concerns and Planning for the Future

The strong emotions associated with the death of a spouse can become even more amplified by the overwhelming host of financial issues that need to be addressed. Where does one start? Losing a spouse is a life-changing event that married couples unfortunately need to be prepared for. Since survivors are faced with the daunting tasks…

Sway with the Wind
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Sway with the Wind

2021 – 08/02 by Connie Brezik As we’ve learned, economic circumstances can at times change relatively quickly and unpredictably. Companies in some sectors may suffer while others thrive. Your personal economy, which is based on your particular situation, may be completely different than your neighbor’s. It often feels like trying to predict what things will…