WorthWhile - Spring 2023

Top Stories:

A tech to-do list
If you’re the family’s de facto IT person, you may understand how hard it is to truly keep up with cybersafety best practices. Here are a few tips to make it a little easier.

Passing on the torch
Discover practical ways to shed light on your estate plans through thoughtful conversations around inheritance and financial stewardship. Family dynamics can be hard to navigate, but communicating calmly and consistently may pay off for generations to come.

Cash as an asset
Cash and cash equivalents have gained a bit of luster as hedge against downturns and a source of liquidity. Some investors may want to take a second look at the role cash plays in financial planning.