With August being National Make-a-Will month, here is a video outlining important reasons why you should have a Will and/or estate plan in place.  Select the link to view a short video explaining features of an estate plan and why they are important to have in place.

August is National Make-a-Will month, which is an annual reminder that if you don't have a Will in place, that you should consider getting one.  If you do have a Will in place, you should take the opportunity to review your situation to determine if your current Will and/or estate design works for you.  Select the link to review an estate planning checklist to review your situation.

Review this month's investment and economic information.

Our 3rd Quarter newsletter that provides an overview on a variety of topics including:

1) How to respond to swings in the market

2) How much do I need to have saved for retirement

3) Shifts in social behavior and drinking