Author Archives: Matt Kowalczyk

What’s your legacy?

What’s your legacy?

One of the discussions we have with clients involves what they want their legacy to be. Legacy planning is very important and is different for everyone. The goal is to live your life, leave what you want to who you want (family, charity etc.) and give as little as possible to who you don’t want […]

A lot of promises to keep

A lot of promises to keep

In 2035, the U.S. will have more elderly than children. For the first time ever, there will be more people aged 65 and older alive than under 18, the Census Bureau predicts. The projection is based on the surge of baby boomers becoming senior citizens and fewer births over the past decade. The U.S. population is growing, set to […]