Celebrities, they’re just like us Aretha Franklin’s common estate planning mistake A few weeks ago, the world experienced the passing of Aretha Franklin, a music icon. Within days of her death, it was reported that she left no will and none of her assets were held in...
The one thing that can blow up your retirement plan Address long-term care risk to ease the burden on your family Mitchell Barr, Client Associate Last week, Mass Mutual announced a plan to raise long-term care insurance premiums by 77 percent for most of its existing...
What I Learned About Family Loans from Watching Gilmore Girls Intra-Family Loans Can Serve as a Great Wealth Transfer Strategy Erin Itkoe, CFP®, CPA®/PFS, Director of Client Experience/Senior Wealth Counselor One of my all-time favorite TV shows is Gilmore Girls....
Ducks in a Row Personal finance goes beyond an annual meeting with a wealth manager or contributing funds to a savings account. Oftentimes it is a culmination of lifelong experiences containing seemingly insurmountable pitfalls and heartening triumphs. Setting goals...
Wealth Management Table of Experts: Protecting Your Legacy Thomas Connelly, President & CIO, Versant Capital Management, Inc. Liz Shabaker, Principal & COO, Versant Capital Management, Inc. Scott Horn, President, TFO / Scott Porter, Sr. VP, Bennett &...
