Last year wrapped with both the economy and equity markets in healthy shape, and the new year is off to a roaring start. Find out the six things we’re watching in the new year.
Watch our informative webinar to find out. You’ll learn how to determine if your advisor measures up in this era of increased litigation, IRS audits, an aging workforce and more.
Here are four reasons why a letter of intent is important, and why you should consider working with your estate planning advisor to draft one to include in your estate plan.