We’re starting the new year with a focus on client service. Specifically, this post will re-introduce all the valued members of the RSMA Wealth Management team, who are here and ready to serve you.

The end of the year is great time for reflection and relaxation, particularly during the holiday season. It’s also a great time to do a little bit of planning. In this piece, we offer four conversation starters for discussing wealth planning concepts with family.

The country’s first state mandated, publicly funded long-term care insurance (LTC) program went into effect last year, in Washington state. Its aim is to address the massive financial burden that long-term care is placing on families, especially those with around-the-clock needs.