WorthWhile - Spring 2022

Top Stories:

A gift beyond measure
Putting your final documents in place well before your loved ones ever need them means your loved ones can carry on the business of your afterlife. While it could be intimidating at first, you may just be surprised by the peace that comes with putting things in order for those who will settle your affairs.

Meaningful moments
A life well lived man mean eschewing someday for today. living fully - and meaningfully - every day rather than waiting for retirement to capture the very essence of living. Here’s a way to discover how you want to spend your time, energy and money.

Alternative universe
In an effort to diversify further afield and find yield, you may have become curious about alternative investments. Some have a high barrier to entry, for good reason, but others may be something for you and your advisor to consider depending on your needs. Get to know a little more about the alternative universe.