المنشورات
If the pandemic changed the way we learn, work, gather, celebrate and mourn, it also impacted the way we plan. However, advisors met the moment in kind by offering innovative ways to meet, discuss and implement plans.
تشعر لي غاتا وزوجها جو ريديك بأنهما يشعران بأنهما محظوظان بالدعم الذي تلقياه على مر السنين من سيراكيوز ووسط نيويورك. لقد كان دعم المجتمع هو الذي ألهمهما لرد الجميل من خلال إنشاء خطة عطاء خيري من خلال مؤسسة المجتمع. بالنسبة لكل من “لي” و”جو”، كانت...
It is commonplace for many of us to avoid estate planning for a whole host of reasons, including avoidance or procrastination, the belief that it is strictly for older adults or those with lots of money or property, or simply because we don’t know where...
Caroline Palmer, known to her many relatives as Aunt Carol, made everyone feel special and worthy of her attention. Whether it was a family member, one of her second grade students, or a friend from church, Carol was considered a person you could count on...