September 29, 2022 |
You Just Won Money in a Lawsuit: What Now?
No matter the subject of your lawsuit, there are a lot of emotions around when it finally concludes. If you’ve recently prevailed in a lawsuit ...
Learn MoreYou Just Won Money in a Lawsuit: What Now?
No matter the subject of your lawsuit, there are a lot of emotions around when it finally concludes. If you’ve recently prevailed in a lawsuit with financial damages, you might feel as though one painful chapter of your life has closed.
And it’s certainly true that you need to approach this as though a new chapter just began. After all, with a significant windfall you need to think differently about your financial plan in the short and long term.
Schedule a meeting with a member of our advisory team
Blog
September 26, 2022 |
What Retirees Should Consider After Selling Their Business
Completing a successful business exit is often the result of many years of hard work and advanced planning. This process is known as business succession ...
Learn MoreSeptember 23, 2022 |
How To Prepare Mentally To Sell Your Business
Maybe you’re thinking ahead about retirement or are simply no longer challenged by what’s offered in your business. Perhaps there is someone ready in waiting, ...
Learn MoreSeptember 22, 2022 |
Why A Financial Plan Is So Important For Addressing The Possibility Of Disability
Many people recognize that big factors in their life, such as what they want to achieve with estate planning, and their own retirement goals will ...
Learn MoreSeptember 15, 2022 |
What Happens in a Financial Plan Review?
You know you should take a deeper look at your financial plan every so often, but you also have some questions. Questions like: How often ...
Learn MoreSeptember 14, 2022 |
New Study Looks at Underrepresented Voices in the Investing World
What did your parents teach you about investing? Whether you got an education at home about the power of saving and investing or you got ...
Learn MoreSeptember 12, 2022 |
Can You Use Life Insurance to Support Your Retirement Plans?
Most people know they need at least a basic life insurance policy to help provide for their loved ones after death. The easiest solution is ...
Learn MoreSeptember 9, 2022 |
Succession Planning a Top Priority for Company Owners, Study Finds
New research from Washington State University highlights that three things are at the top of the priority list for today’s small business owners: protecting against ...
Learn MoreSeptember 8, 2022 |
More People Turning to Investment Advisors for Help
The Northwestern Mutual 2022 Planning and Progress Study calls attention to the fact that more people want help with their financial planning than ever. With ...
Learn MoreSeptember 7, 2022 |
What Does the “Great Realization” Mean for You?
The last two years have presented a lot of upheaval to many people around the US and the world, leading to a number of phenomena. ...
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<p>The post Why Estate Planning Is About More Than Just a Will first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
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