Estate Planning 101

The Q1 Financial Scorecard The first three months of 2017 are in the books, and so far, the “Trump rally” has had a material effect on many market segments. Perhaps most surprising has been the outsized gains in international stocks, bonds and gold. Find out how all the markets performed during Q1 in this week’s leadoff segment.  How To Monitor Your Money   Now that the first quarter is over, how did your money do? More importantly, just how do you monitor your money, and why is it so important to do so? In this week’s second segment, I give you a few guidelines as to how to monitor your money each quarter… and the best part is that doing so only takes about 30 minutes! Estate Planning 101 This week, I have a special interview with Mercer Advisors estate planning expert Jeremiah Barlow. Hey, let’s face it, estate planning can be a complicated issue. That’s why you need an expert like Jeremiah’s on your side. In today’s final segment, you’ll hear about many of the critical issues to keep in mind when creating your estate plan. If estate planning has been on your mind (and it should be), then today’s final segment is a must.