The Family Information Organizer: Your Planner or any Emergency, Disaster, or Loss of a Loved One
The Family Information Organizer is here to help you navigate loss while also making sure you have everything you need in times of emergency or natural disaster. With this book, you will:
Be motivated to gather all your essential information now, rather than when it’s too late.
- Have all your important information in one place.
- Have peace of mind in times of loss, or emergency.
- Be able to make sure your family knows everything they need to when you’re not around.
- Be able to share this fantastic tool with your friends and family.
Don’t be caught unprepared, use The Family Information Organizer today!
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Recent Insights
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Turning Wealth Into Wisdom: How Families Shape a Lasting Legacy
Money is more than a tool—it’s a teacher, a mirror, and a powerful force for change. From childhood lessons to family traditions, our financial beliefs and habits are shaped over time. But when families plan intentionally, wealth can do more than last—it can lead. By passing on not just assets but values, purpose, and insight,…
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Redefining Retirement: How to Repurpose After a Successful Career
A recent report from the Financial Planning Association hit on something we see all the time: people can have their financial ducks in a row for retirement, but emotionally? They’re often miles behind. It makes sense. Leaving a long, successful career isn’t just about money; it shakes up your routine, your social life, and even…
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The Growing Phenomenon of Grey Divorce: What Older Couples Should Know
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Roxanne Alexander
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H. Frances Reaves, Esq.
While divorce rates have generally declined in recent decades, one demographic has bucked this trend: couples over the age of 50. Dubbed “grey divorce,” this growing phenomenon presents unique challenges that younger divorcees typically don’t face. As empty nests, changing social norms, and desires for personal fulfillment drive more long-term marriages apart, those involved must…
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SECURE 2.0 Roth Catch-Up Rule: What High Earners Need to Know Before 2026
Beginning January 1, 2026, a key provision of the SECURE Act 2.0 will take effect that reshapes how retirement plan catch-up contributions are handled. Known as the SECURE 2.0 Roth catch-up rule, this change will require anyone age 50 or older who earned more than $145,000 in wages from their employer in the previous year…
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The Backbone of Your RIA: Building a Best-in-Class Client Services Team
In a competitive wealth management landscape, your Client Services team can be your greatest differentiator. A thriving Registered Investment Advisory (RIA) firm isn’t just built on strong financial planning and investment strategies—it’s also built on an exceptional Client Services team. The Client Services department is the backbone of client relationships, ensuring that every interaction is…
