You should periodically review your estate plan and update as needed. Although there's no hard-and-fast rule about when you should review your estate plan, the following suggestions may be of some help:
This week’s team member spotlight is on Marleen! The team took turns asking her questions and we are excited to share our conversation with her. Marleen shares her love and interests outside of the office and her impressive hula hobby!
This week’s team member spotlight is on Lindsey! The team took turns asking her questions and we are excited to share our conversation with her. Lindsey shares why she loves being a financial advisor, what inspires her to seek out new challenges and how she fills her time when she is outside of the office.
What an honor it was to interview my father, Jeff McKay, for this week’s team member spotlight! One of his greatest attributes is his ability to see potential. Over the years that has meant everything from building a business, recruiting talent, real estate acquisitions, and countless car restoration projects. I have always admired his ability to have such vision, to view the world through a lens of what it could be rather than what it currently is. For over 40 years, he has been working with our clients to help them realize the potential of their financial goals, a career that he has found to be greatly rewarding. Enjoy learning more about him and the vision he has for the future!
Julia has so many wonderful qualities it's hard to narrow down what makes her such an asset to our team. I suppose it really boils down to her being a doer. More than just wanting to get things done, Julia gets the most satisfaction when doing things for others. If you have had contact with Julia then you know exactly what I mean. She is always willing to go the extra mile to lend a helping hand, resolve a problem, conquer technology challenges and even provide home baked treats for the office on a regular basis. Julia is approaching the start of her fourth year working with us and it is hard to imagine how we got along without her!
As Boeing is set to offer an unprecedented number of voluntary layoffs (VLO) to eligible employees, it has many close to retirement contemplating the offer. The offer of up to 6 moths pay plus 3 months of medical benefits is enticing, but with only a few weeks to make the decision how can one feel confident in answering the question “Should I accept a VLO?”
