Latest Stories

Why a Health Care Proxy and Durable Power of Attorney are a Must for Every Child Over 18

By Margaret Muldoon | May 31, 2016

The hard fact is that once a child turns 18, parents no longer have any parental rights. Legally, parents have no say over medical or financial decisions involving their newly adult child. Every child over the age of 18 should sign a Health Care Proxy and a Durable Power of Attorney.

12 Financial Tips for Newlyweds

By Alison Pettine-Hecker | May 24, 2016

Getting married is a wonderful event, but it is guaranteed to present financial challenges, no matter how you approach it. Here are 12 things that I tell my soon-to-be-married clients to discuss, some of which I learned from my own experiences as a recent newlywed.

Developing the Next Generation of Financial Advisors and Industry Leaders

By Jessica Choi | May 17, 2016

There is a tremendous need for new talent in the insurance industry. It’s estimated that the industry will need 237,000 advisors over the next decade.

Lessons from the Shamrock

By Eileen C. McDonnell | May 10, 2016

I was humbled to receive one of the Ellis Island Medals of Honor from the National Ethnic Coalition of Organizations (NECO), which celebrates diversity, fostering tolerance and championing respect for all citizens regardless of race, ethnicity or faith.

The Value Behind Small Business Valuations

By Eric May | May 4, 2016

The vast majority of small business owners have no idea of the true value of their business. That is a huge mistake, because without an accurate sense of the value of the small business, business owners are stumbling blindly when it comes to decisions about investing in the business, insuring it, selling it, or relying on it as a personal asset for wealth-building or retirement.