Columns/Opinions

PSA: Add layers of protection to financial strategy

   To achieve your financial security, and that of your family, you will need to create a comprehensive strategy.    And you’ll need to guard this strategy from various challenges – which means you’ll need to build in different layers of protection.

PSA: Advice can help with charitable gifts

   It’s the holiday season, so gifts are probably on your mind – including gifts to charities.    You could write a check, but is there a more productive way to give?    One possibility is to donate investments, such as stocks, that you’ve held for a long time and that have increased in value.