by Adele Sullivan | Jan 30, 2023 | Wealth Management
There are many different platforms and strategies that you can leverage to manage your wealth. Since the emergence of digital wealth management, new technologies have been developed to automate financial services. For instance, artificial intelligence tools like...
by Adele Sullivan | Jan 27, 2023 | Retirement
Trusts can be an integral part of your financial planning process. When you place your assets in a trust, you can protect your assets and distribute them to who and what you want, when you want. In addition, you can appoint a trustee of your choosing to hold and...
by Adele Sullivan | Jan 20, 2023 | Economy
A recession refers to a widespread drop in spending. It can last months or even years. One way of detecting a recession is if the nation’s gross domestic product (GDP) has been negative for at least two consecutive quarters. A recession can be triggered by many...
by Adele Sullivan | Jan 18, 2023 | Estate Planning
Divorce can take a toll on your mental, emotional and physical health. However, it is critical that you make financial health a priority after your divorce. Updating your estate plan is one of the biggest steps you can take toward a more secure financial future for...
by Adele Sullivan | Jan 15, 2023 | Tax Tips
If you own assets like a home or car, you need to make sure that they are protected appropriately. Asset protection is a major part of your financial plan, especially your estate plan. An estate and trust plan gives you the ability to determine who will receive your...
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