by Aqweela Das Neves | Sep 8, 2021 | Uncategorized
The full impact of the COVID-19 (coronavirus) Pandemic will not likely be known for many years. With new phrases in our daily conversations, such as shelter-at-home, social distancing and concluding every communication with “stay safe and healthy,” we’re experiencing...
by Aqweela Das Neves | Sep 8, 2021 | Uncategorized
Many people lock their doors, shut their blinds and wear their seatbelts, yet fail to protect one crucial piece of their lives: their identities. A Social Security number, full name and birth date is all a criminal needs to do serious damage to a...
by Aqweela Das Neves | 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 Aqweela Das Neves | 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 Aqweela Das Neves | Jul 20, 2021 | Uncategorized
Most of us try to do our part for the environment. We recycle. Some of us buy hybrid cars. Most of us also tend to support social causes we believe in, and that sense of social and environmental responsibility often carries over into the products we buy and how we...
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