Category: Finance

Financial Wellness Check: Are You Staying Fiscally Fit?

11/27/2024

By James A. Hofmann, MBA, CRPC®, CFP®, Senior Financial Advisor, Wells Fargo Advisors
Understanding the current health of your finances starts with having a solid plan in place, but it depends on following the plan so you stay on track and continue working toward your financial goals. That’s where a financial wellness check can be useful. It can help you make sure you’re hitting the right milestones in your plan — and also help you check that your plan is working for you. Where to start?

Is YOUR business ready for the June 9th FTC Safeguards Rule Deadline? It's not just for banks.

5/1/2023

By Bob Michie, MetroMSP
Is YOUR business ready for the June 9th FTC Safeguards Rule Deadline? It's not just for banks. The June 9th Federal Trade Commission (FTC) Safeguards Rule deadline is on the horizon. While it might appear to primarily concern financial institutions, the regulation's scope is far more extensive, covering a wide array of businesses. Even if your sector isn't explicitly listed, understanding whether your enterprise falls under the Rule's jurisdiction is crucial. Here's how to determine if your business needs to comply with the FTC Safeguards Rule.

Estate Plan Check-Up 12: Important Conversations with Loved Ones

7/7/2021

By Deirdre R. Wheatley-Liss, LL.M, CELA, Crystal West Edwards, Esq., CELA
In this Estate Plan Check-Up series, we’ve talked a good deal about reviewing your documents. Equally important, though, is having conversations with your loved ones so they know your wishes before they read them in your documents.

Trustee Duties Annual Checklist

9/30/2020

Being a Trustee is more than just a job. Trustees have a fiduciary duty to act in the best interests of the beneficiaries and carry out the terms of the Trust. Unfortunately, many times we come across Trustees who have no idea what their duties are and don’t carry them out. This leads to personal liability for the Trustees and possible diminution of the Trust’s assets. Here is what the Trustee should do in the first quarter of each year (or now if these steps have never been taken before).

MCCC Blog

Financial Wellness Check: Are You Staying Fiscally Fit?

Is YOUR business ready for the June 9th FTC Safeguards Rule Deadline? It's not just for banks.

Estate Plan Check-Up 12: Important Conversations with Loved Ones

Trustee Duties Annual Checklist

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