Search our articles archive

“Advanced Health Care Directive & Power of Attorney” Presentation by Steve Bemis for the Spring 2022 workshop series

“Visit us at Chapman University” Brochure 2022

“Overview & Estate Law Changes” Presentation by Mark Powell for the Spring 2022 workshop series

Choosing a financial advisor is a major life decision that can determine your financial trajectory for years to come.

2022: ASK First Form filled out by Mark Powell

This Workbook is designed to be a companion to the It’s Your Estate (IYE) series presented by Financial and Estate Literacy. During the IYE sessions, we will refer to this workbook and we encourage you to put as much information into the workbook as practical to assist you in working with your attorney.

WealthManagement.com readers recently chose the top books that helped them the most in their investment careers.

This workbook is designed to be a companion to the It’s Your Money (IYM) series presented by Financial and Estate Literacy. During the IYM sessions, we will refer to this workbook and we encourage you to put as much information into the workbook as practical to assist you in working with your planner.

Many retirees plan to earn extra income to supplement their retirement spending. But how much can a retired person earn without paying taxes?

The conventional wisdom of what ‘whole life’ is and how it works is often far from the truth.