News & Articles


Estate Planning for LGBTQ+ Married Couples

August 12, 2021 | Categories: Estates & Trusts

On June 26, 2015, in the Obergefell v. Hodges decision, the U.S. Supreme Court ruled that states must allow same-sex couples to marry and must recognize same-sex marriages from other states.

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Do-It-for-Me Investing: Target Date Funds

February 2, 2021 | Categories: Business Planning & 401(k)

Most of us prefer to let experts do the job when we don’t have the experience, know-how, or time to do it on our own. Investing in your 401(k) account is no different.

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Thinking Ahead; A Timeline for Medicare Enrollment

By: Ardis L. Black, JD | January 13, 2021 | Categories: Insurance

As you begin to think about turning 65, you might also begin to think about enrolling in Medicare. Below are critical dates to keep on your radar, so to speak, some basics that will be helpful to understand, and some [...]

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