A key inserted into a smartphone screen on a wooden surface – Representing cybersecurity, data protection, and secure financial planning.

Keeping Your Financial Accounts Cyber-Secure

Cybercrime is on the rise everywhere. In fact, global losses due to cybercrime climbed from $600 billion in 2018 to $1 trillion in 2020. That’s enough to make anyone concerned about the security of their financial accounts. But you don’t …

Young man embracing his smiling elderly parents on a couch – Representing family financial planning, retirement security, and generational wealth management.

It’s Time to Have “The Estate Plan Talk”

Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics — money and death. But talking with your adult children about their inheritance can provide significant advantages for you and …