Resources

Be Wary of Social Media ‘Fin-Fluencers’ Santori & Peters

Be Wary of Social Media ‘Fin-Fluencers’

Online social media influencers have discovered the world of finance—and they’re doing their best to get your attention so they can tell you what to ...
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When It’s Time To Update Your Estate Plan Santori & Peters

When It’s Time To Update Your Estate Plan

Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their ...
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Don't Let These Financial Surprises Trip You Up Santori & Peters

Don’t Let These Financial Surprises Trip You Up

Surprises on our birthday can make for truly special, wonderful moments. But when it comes to surprises about our finances? Yeah, not so much. It’s ...
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Safeguarding Assets from an Ex-Spouse

Key Takeaways: Understand the basics of how premarital assets are viewed versus postmarital assets. Prenups can make sense if you have children from a previous ...
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Smart Money Moves to Make While You’re Still Mentally Sharp

Key Takeaways: Your ability to make smart financial decisions may start to decline sooner than you think. Have important conversations with family and trusted advisors ...
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Family Business Succession: An Overview for Owners and Heirs

Key Takeaways: The lack of a solid succession plan can easily result in family conflicts that hurt the company. If the decision is to keep ...
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