It is hard to believe we are already moving toward the end of another summer. This time of year is often filled with family gatherings, vacations, and preparing for the busy fall season ahead.
It is also a wonderful reminder that financial planning isn’t only about numbers—it’s about helping you enjoy the life you’ve worked so hard to build. Whether you are retired, planning your retirement, or helping children and grandchildren prepare for their futures, our team is always here to answer questions and offer guidance.
Mark Your Calendar: Annual Summer Social
Don't forget to save the date for our Annual Summer Social!
When: Thursday, August 20, 2026 | 4:00 PM – 8:00 PM
Where: The Boathouse at Sunday Park
Invitations were sent via mail and email on July 20. If you haven't responded yet, we encourage you to RSVP at your earliest convenience. We will be sending an additional email reminder next week, as well as a final reminder about one week before the event.
We hope you will join us for a relaxing evening of good food, great company, and wonderful conversation. Your presence is what makes this event special, and we look forward to seeing you there!
Planning for Tomorrow Starts Today: Make a Will Month
August is recognized as Make a Will Month, which serves as a timely reminder to reflect on one of the greatest gifts we can leave our families: peace of mind.
Many people put off creating or updating a will because it is not always an easy topic to navigate. However, having a current estate plan can make an enormous difference for the people you love most. It helps ensure that your wishes are clear and can ease many of the difficult decisions your family may face in the future.
Whether you have never created a will, recently experienced a major life change, or simply haven't reviewed your documents in several years, now is a great time to revisit your plans.
While legal documents should always be prepared by a qualified attorney, we are happy to discuss how your estate plan works alongside your retirement accounts, beneficiary designations, and overall financial goals. Working together with your professional advisory team helps create a comprehensive plan for the future.
Estate planning isn't about dwelling on the future—it's about caring for the people who matter most and making sure the life you've built continues to support them.
Looking Ahead to August
As summer begins to wind down and students, including children, grandchildren, and great-grandchildren, prepare to head back to school, we want to wish all the students in your family a fantastic upcoming school year!
"August is the Sunday of summer."
If you have questions about your estate plan or would like to review your overall financial strategy, feel free to reach out. We would be honored to help.