Estate Planning
Estate Planning Top 6 Documents
Estate Planning may appear frightening and complicated. While it may not seem urgent to put an estate plan in place while you are alive or
February 3, 2021
No Comments
Investments
What You Need To Know About Annuities
Are Your Annuities Holding You Back? What you need to know about keeping, surrendering, or exchanging your annuity. Annuities can be a controversial subject. In
September 3, 2020
No Comments
Personal Finance
3 Steps to Achieve Financial Independence
This month we celebrate the 4th of July, which commemorates our country’s Independence Day. How much thought have you given to achieving financial independence lately?
July 4, 2020
No Comments
Technology
Aventine SmartVault
We are always looking for new ways to improve our services and enhance your client experience. In 2019 we added electronic DocuSign technology to our practice for
May 22, 2020
No Comments
Financial Planning
Top 12 Things You Need to Know about The CARES Act
Last week, the largest and most extensive economic relief effort in American history was signed into law: the Coronavirus Aid, Relief, and Economic Security Act
April 7, 2020
No Comments
Personal Finance
The SECURE Act: How will it affect me?
The SECURE Act, an acronym for the “Setting Every Community Up for Retirement Enhancement,” was approved by the House of Representatives in May 2019, but
April 2, 2020
No Comments