How to Get Started With an Estate Plan

Most people understandably do not know where to start when it comes to estate planning.  Whether you don’t have an estate plan or if your estate plan hasn’t been updated, it is in your interest to meet with a fiduciary CERTIFIED FINANCIAL PLANNER™ Professional.  Estate planning is one of the most important components of a

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How Estate Planning has Been Affected by COVID- 19

The COVID-19 pandemic has changed life as we know it. The way we work, learn, eat, and play in Libertyville, IL, (1) and beyond might not return to normal for months or possibly years to come. The pandemic is also affecting estate planning in Illinois (2) in a number of important ways.   Are you

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How a Financial Advisor Can Help You With Estate Planning

Many people think estate planning involves a lawyer more than a financial advisor. Estate planning, after all, concerns what happens should you become incapacitated or die. It’s the province of powers of attorney and wills.  Are you on the right financial path? Contact Prism Planning Partners today for a consultation!  However, working with a Libertyville

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DON’T FALL ASLEEP AT THE WHEEL (OF LIFE)

We’ve all heard of (or experienced) the “annual review.” Especially common in corporate environments, this review typically goes over the following: What you did at work for the past year How well you attained goals set for you throughout the past year Feedback on your performance What you hope to accomplish in the coming year

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