WorthWhile - Fall 2020

Top Stories:

A season for giving:
As we turn the corner to year-end, many minds turn to gifting and charitable endeavors. This year might look a little different as those close to you may need a helping hand. Here’s how to offer that help without jeopardizing your own plans or falling afoul of tax laws.

The fine print:
Prince Rodgers Nelson did a. lot of things right in his life, leaving an indelible musical legacy that spanned generations. Unfortunately, his financial legacy wasn’t as successful. Take a look at what could have been if he had the right financial caregivers in place. And what you can do to avoid the same fate.

Quiet the noise:
When your portfolio plan keeps you up at night, bumping around with every negative headline and fickle consumer sentiment, it may just be time to force yourself to focus on the things you can control. Here’s how to calm the cognitive chaos that’s vying for your attention