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Our 'Exceptional' Journey of Applying for Supplemental Security Income

Author:  Scott G. Russell, CFP®

You have done your estate plan and you now have a shiny new Revocable Living Trust. You dutifully retitle your home in the name of the Trust as advised by your counsel. You’re all set.

Our 'Exceptional' Guardian Advocacy Journey, Part 2

Author:  Scott G. Russell, CFP®

Our 'Exceptional' Guardian Advocacy Journey, Part 1

Author:  Scott G. Russell, CFP®

By William Cummings

By William Cummings

It’s something most people try to avoid thinking about. In fact, it is something many people successfully avoid thinking about. Unfortunately, a medical, mental, or aging crisis doesn't rely on whether or not you have planned for its arrival; it can come anyway. It sure did for my father and me.

By William G. Cummings, CPA/PFS and Scott Russell, CFP®

By Scott Russell, CFP®

Although our clients backgrounds are diverse, there are 3 common traits that we have noticed. Watch this video to learn what they are, and what to do next to work toward achieving your goals.

By Scott Russell, CFP®

By William G. Cummings, CPA/PFS