A post-mortem letter is not meant to replace a Will and is not a legal document, but it can provide a family with instructions during a very emotional time. This advanced planning and consideration is a gift that you can provide your family as to your last wishes and to help alleviate any stress on next steps.
October is National Cyber Security Awareness Month, so we would like to take this annual opportunity to share some best practices, discuss the use of public WiFi, and shed some light on some increasingly growing threats.
In this quarterly newsletter, we are taking the opportunity to not only review the markets but to also introduce our Investment Committee and explain how they are integral to our investment process.
If you have a credit report, there’s a good chance that you’re one of the 143 million American consumers whose sensitive personal information was exposed in a data breach at Equifax, one of the nation’s three major credit reporting agencies.
Computers are very good at searching. Computers are also excellent at retrieval. No matter how fast and efficiently you think you can find and retrieve information in your house from pieces of paper, rest assured, computers can do it faster.
As many parents get ready to send their young adult children off to college this fall, we thought it would be worthwhile to put together a quick guide on the items you won’t find in a dorm room.
A Roth IRA offers tax-free growth, making it a very attractive vehicle for young investors to take advantage of decades of compounding. If a child has earned income (reported on a tax return) from a summer job or other work, a full or partial Roth contribution may be an option. Earned income does not include interest or dividends.
