News & Education

Welcome to our WealthStyles segment – your online access to approachable ideas about financial planning with a lifestyle and life event approach.

Saving for a Large Purchase
available in PDF format

Developing a Financial Plan for the Next Generation
Like their parents, Bill and Carroll Cole, whose situation we discussed in the September issue, Jennifer and Andrew have specific financial and life goals that will be easier to achieve with a good investment strategy. Their financial plans must take into account their short- and long term dreams, tax situation, and present and future sources of income.

For the full article, click here (PDF format)