A Primer for Social Security

A Primer for Social Security

The purpose of this Navigator is to explain the basics of Social Security benefits, to discuss a few particularly useful saving strategies, and to provide additional resources that may be useful for anyone who is preparing financially for retirement about how to...
The Critical Task of Selecting a Trustee

The Critical Task of Selecting a Trustee

Trustees have a fiduciary duty to your trust, and they are responsible for finding high quality tax, investment, accounting, and legal expertise.  To make a wise selection of trustee, it is critical to understand trustee responsibilities, important characteristics for...
10 Predictions for the Next 10 Years

10 Predictions for the Next 10 Years

Photo by railwayfx “The future ain’t what it used to be.” − Yogi Berra, Baseball Hall of Fame Catcher & Manager The 2010s represented the longest-ever period of sustained, uninterrupted economic growth and associated market gains. With shrinking unemployment,...