At a glance

Cruising Tips 1. Packing for light sweaters or shawls for cool air conditioned inside areas. 2. Magnetic hooks to help you keep organized in your tight quarters. 3. Avoid Motion Sickness and plan ahead. 4. Travelling with kids - think about kids club

“Being an executor is a huge responsibility and frequently involves a tremendous amount of time and stress. Why not get help?”

Thank-you to everyone that participated in the recent survey. We have read them all and will be touching base with each of your specific responses. However, I did want to highlight the biggest insights and areas for improvement.

Almost everyone now keeps some part of their life online. Chances are you may store photos and videos online, use email and social media, perhaps even access your medical records and/or maintain your identity online. These types of electronic records...

Please Join us for an informative discussion on the current market outlook and economic trends with Jim Allworth Save the Date: Wednesday, June 17th, 2020 Time: 2 - 3 pm Registration: Click here to register *Dial in: 1-800-933-2547 *Registration required...

Tips and Tricks to keep you protected in today's digitally-connected world. Click here to read the full article

A look at the potential tax and estate planning impact. Read more in the new Navigator Article