by marinerplatsol | Aug 20, 2021 | Uncategorized
An estate plan review may rank right up there with doing your taxes, so you’ve likely been putting it off. If it’s been a few years, consider reviewing your key documents with your wealth advisor and estate planning attorney. Q: Why should I update my documents? A:...
by marinerplatsol | Aug 8, 2021 | Uncategorized
It’s not easy to think about becoming so ill you can no longer take care of yourself, but as with many difficult topics, a little planning today can make a big difference should an unfortunate event occur. Up to 70 percent of Americans require long-term care at...
by Jeff Krumpelman, CFA | Aug 8, 2021 | Uncategorized
“There’s something happening here…but what it is ain’t exactly clear.” – Lyrics from the countercultural classic song, “For What It’s Worth,” by Buffalo Springfield After a stellar first six months for the S&P 500 in which it posted a return of over 15%, placing...
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