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Planning Perspectives

A look at life and finance from every angle.

From personal to professional, from family to financial, there are many facets to your life. Yet, each is interconnected. Planning Perspectives is a source of ideas and information to help you make the most of them all, all together.

PLANNING WELL | INVESTING WELL | LIVING WELL | VIEW ALL

Should You Consider a Pet Trust?

August 15, 2017

The name may evoke stories of heirs and heiresses setting aside enormous sums for their pets, but these trusts aren’t just for millionaires.

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Estate, Family

Raising money-wise children

May 31, 2017

Parents often emphasize the importance of education to their children. The rewards are obvious. Yet, all too many forget to bolster that education with real-world financial information that can be passed along for genera¬tions to come.

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Education, Estate, Family

Kid-Friendly Finance

March 7, 2017

Everyone needs to learn the value of a dollar and how to make money work toward our goals, even little kids. In fact, the sooner they understand the power of financial planning and the role money plays in their lives, the better.

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Education, Family

Five Tips for First-Time Grandparents

March 1, 2017

Sharpen these skills to excel in your new role.

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Estate, Family

Estate Planning: Mistakes to Avoid

February 15, 2017

Regardless of your age or current health, mapping out a clear plan for your estate will help avoid unnecessary turmoil for your loved ones.

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Estate, Family

Making a Life, Not Just a Living

February 7, 2017

Find a better balance with focus, the right team and rest.

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Family, Life Events, Lifestyle