Tag Archives: financial planning

Four Ways to Set Yourself Up for Success In Your New Job

Congratulations on your new job!

Getting a job begins a major chapter in your life. As you navigate this new territory, we are here to help ensure a prosperous transition. To protect the future you are creating, you need proper financial and estate planning.

As you move through this new phase of your life, there are several...

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Loan, Gift, or Advancement: Why the Classification Matters

While we all want to provide financial help to our loved ones—whether they are family or close friends—it is important to understand that how the money is classified will directly affect your estate planning.

Accordingly, the intent behind the transfer of the money is key when determining if it will be considered a loan, gift, or...
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What It Means to Be a Power of Attorney: The Basics

For most people, the phrase “power of attorney” means very little. Even for those educated on the subject, it is easy to forget exactly who serves what role and why.

Whether you are unfamiliar with the concept or simply need of a refresher, keep reading to learn what it means to be an agent under a...
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