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Here's What We Think

If There's a Will, There's a Way Thumbnail

If There's a Will, There's a Way

It’s a good idea to have a will so any assets left behind go to the people or organizations you choose – and not to legal fees, taxes, and heirs chosen by a probate judge. Take control of your future and make a plan. Read this week's blog to learn how working with a professional advisor can help you with the process of creating your will.

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WEBINAR - Planning & Investing for Women: How to Avoid Bag Lady Syndrome with Lance Drucker Thumbnail

WEBINAR - Planning & Investing for Women: How to Avoid Bag Lady Syndrome with Lance Drucker

Over the years, Lance Drucker, ChFC®, CLU® has worked with many powerful female clients, which inspired him to capture his experience and insights in a book titled “How To Avoid Bag Lady Syndrome: The Strong Woman's Guide To Financial Peace of Mind.” This recorded webinar takes a deep dive into some of the most pressing issues women encounter as they approach retirement.

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