3 Tips to Prep your Finances for the End of the Year

Yes, it’s only October, but that doesn’t mean you shouldn’t be taking some steps now to get your finances in good shape for the end of year. We pulled together our top three recommendations for what to focus on, courtesy…

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A Q&A with Dan Brady, the New Planning Capital VP

If you’re familiar with Planning Capital, chances are you’ve worked with or spoken to Daniel Brady at some point. Dan’s been with the team since 2013, but most recently he’s stepped up to the role of company Shareholder and VP….

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How often do I need to review my estate plan?

Although there’s no hard-and-fast rule about when you should review your estate plan, the following suggestions may be of some help: You should review your estate plan immediately after a major life event You’ll probably want to do a quick…

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