Craig Canard

Life is full of milestones, and every one brings new opportunities for the people you love. How can you help extend your success for generations to come? Watch this video for helpful tips. #EstatePlanningstrategies #PersonalFinance #Taxstrategies #Trusts

It’s myth-busting time: Younger adults actually do need an estate plan. Discover how and why to discuss it with your grown children. #EstatePlanning

Whether you DIY or turn to a professional, preparing ahead can make a big difference when filing your taxes. Visit our Tax Center for helpful #resources.

Your goals affect how much #retirement savings you’ll need. Ask yourself these 4 questions to help determine the retirement lifestyle you want.

Your expenses will be less in #retirement. Or will they? Get a better idea by creating a retirement budget using these 3 tips.

Start the new year off with a plan to create the retirement lifestyle you want. Answering these 4 questions can help you get started. #RetirementPlanning