Monthly Archives: October 2017

Depending on your stage of life, current needs, or level of complexity, your financial advisor must be adept at playing a few key roles. Coach I’ve had some good coaches in my life. One of the things they did consistently well was provide highly directive leadership. They told us what we would be doing in practice. They told us what we would be doing in a game. They told me what I...

Read More

Monte L. Schatz Headshot

By Monte L. Schatz of  Vandenack Weaver LLC

When the topic of estate planning comes to mind, most individuals think about the distribution of their assets at death.  The increased longevity of our population requires equal attention to diminished cognitive skills caused by dementia or other diseases that affect normal cognitive functioning. Dementia is a syndrome in which there is deterioration in memory, thinking, behavior and the ability to perform...

Read More