The holistic wealth viewpoint

The Wealth Management Virtual Summit features an expert financial commentary, a tax planning roundtable discussion, and a timely economic and market outlook.

Being a trustee is a pivotal — and at times stressful — role in the success of an estate plan. It involves investment planning, back-office trust administration, and complex decisions around distribution of funds. Here’s how an agent for trustee can help.

Managing your personal finances over the long term starts with your balance sheet. This tool will help you get organized, make smart decisions, and maximize your wealth over time.

Years ago, certain diseases or marijuana use would have been instant impediments to reasonably priced life insurance. Today’s medical advancements, current actuarial mortality expectations, and evolving social norms have changed that. Here’s what you need to know.