Money

Wealth Management
IN THE PROBATE COURT OF GLYNN COUNTY STATE OF GEORGIA NOTICE TO CREDITORS AND DEBTORS IN RE: ESTATE OF ELAINE BROOKS ALBERSON., DECEASED

In a formal announcement from Glynn County’s Probate Court, all creditors and debtors of the late Elaine Brooks Alberson are asked to satisfy any outstanding claims or obligations. The notice, originally published in The Brunswick News, underscores the legal importance of responding in a timely manner.

Estate Planning

 IN THE PROBATE COURT OF GLYNN COUNTY STATE OF GEORGIA NOTICE TO CREDITORS AND DEBTORS IN RE: ESTATE OF ELAINE BROOKS ALBERSON., DECEASED
SDSU Extension To Discuss Continuation Plans At Sustaining The Legacy Conferences

South Dakota State University Extension is once again supporting the state’s agricultural communities with its Sustaining the Legacy conferences. Taking place across South Dakota this winter, the program aims to help farmers and ranchers refine their long-term strategies and ensure continuity for future generations.

Estate Planning

 SDSU Extension To Discuss Continuation Plans At Sustaining The Legacy Conferences
5 Unstoppable Stocks to Buy With $5,000 for 2026

These five companies are described as nearly surefire bets for 2026, offering potential growth for investors planning to allocate $5,000. Drawing enthusiasm from the tech and e-commerce realms, they may help shape a robust portfolio for the years ahead.

Portfolio Diversification

Retiring single? five key questions to guide your plan

Retirement can be more challenging when you’re going it alone. From sustaining income to securing health care and legal protections, singles must address each of these areas to reach their retirement goals.

Estate Planning

 Retiring single? five key questions to guide your plan
Dear Abby: My son removed himself from my family, but I still feel guilty about removing him from my will

One mother’s letter to “Dear Abby” underscores the pain of a broken parent-child bond. While she removed her son from her will following his estrangement, she struggles with the guilt and wonders if she is justified in excluding him.

Estate Planning

The Best Vanguard Bond Funds to Buy

Vanguard’s array of bond funds offers something for every investor, from mutual funds to ETFs. Kiplinger’s report sheds light on how these funds differ in maturity, credit quality, tax treatment, and geography, helping you decide which suits your goals best.

Portfolio Diversification

Tax Optimization

 The Best Vanguard Bond Funds to Buy
HOW WHITTIER TRUST MANAGES WEALTH BY INVESTING IN CLIENTS

Whittier Trust focuses on intentional, individualized strategies for families’ wealth management. From asset allocation to estate planning and philanthropy, the firm’s approach is built on avoiding a one-size-fits-all mentality—and investing in what matters most: its clients.

Estate Planning

Portfolio Diversification

 HOW WHITTIER TRUST MANAGES WEALTH BY INVESTING IN CLIENTS
Does the Sell-Off in Silver This Week Make It an Even Better Investment for 2026?

A recent decline in silver prices may prove attractive to those eyeing long-term returns. With 2026 on the horizon, this price drop could present an opportune moment for new investors.

Portfolio Diversification

Jorgen Vik: Your future financial caretaker needs your input

One day, a caregiver may need to manage your finances. But do they fully understand the details of your current arrangements? This article explores why it pays to provide key insights now.

Estate Planning

 Jorgen Vik: Your future financial caretaker needs your input
Notice to Creditors: Kotsull

A recent legal notice has been issued for the estate of the late Nancy Kotsull of Benson, Vermont. The State of Vermont Superior Court, Rutland Unit, calls on creditors to step forward under Docket No. 24-PR-03093.

Estate Planning

 Notice to Creditors: Kotsull
Whats-Driving-Muni-Bond-Market-Rebound-Late-2025

Despite facing challenges, tax-exempt municipal bonds have rebounded late this year. Investors looking for stability and potential tax advantages are seeing why these bonds continue to hold appeal in a turbulent market.

Tax Optimization

The key to shaping a winning 401(k)

Deciding when to start saving, how much to contribute, and where to invest are pivotal steps for a strong 401(k). As regulators consider opening the door to alternative assets, preparing your retirement strategy now will help ensure greater financial security.

Portfolio Diversification

 The key to shaping a winning 401(k)
IN THE PROBATE COURT COUNTY OF GLYNNSTATE OF GEORGIA IN RE: ESTATE OF GALIN BRADFORD HALL, SR., DECEASED ESTATE NO.

A legal notice in Glynn County, Georgia, announces the petition for letters of administration for the late Galin Bradford Hall, Sr. Filed by Tami Hall Stogner, the notice also calls upon any unknown heirs to come forward under Estate No. PRO23284.

Estate Planning

 IN THE PROBATE COURT COUNTY OF GLYNNSTATE OF GEORGIA IN RE: ESTATE OF GALIN BRADFORD HALL, SR., DECEASED ESTATE NO.
6 Ultimate Financial Planning Checklist for Every Professional

This concise checklist provides professionals with a roadmap to secure their financial future. It highlights six main components—budgeting, insurance, investments, taxes, emergency funds, and retirement planning—to lay the groundwork for long-term stability.

Tax Optimization

 6 Ultimate Financial Planning Checklist for Every Professional
Billionaire Bill Ackman Has 57% of His Hedge Fund’s $16 Billion Portfolio Invested in 3 Outstanding Stocks

Billionaire investor Bill Ackman has allocated 57% of his $16 billion hedge fund to just three stocks. This strategic move shows his confidence in the power of earnings and underscores the importance of disciplined research for long-term success.

Portfolio Diversification

 Billionaire Bill Ackman Has 57% of His Hedge Fund’s $16 Billion Portfolio Invested in 3 Outstanding Stocks
Brookstone Capital Management Grows Position in Vanguard Total International Bond ETF $BNDX

Brookstone Capital Management recently increased its stake in the Vanguard Total International Bond ETF by nearly 15%, reflecting the firm’s growing emphasis on diverse global holdings. An SEC filing shows the purchase of an additional 29,504 shares, bringing Brookstone’s total to over 229,000 shares.

Portfolio Diversification

 Brookstone Capital Management Grows Position in Vanguard Total International Bond ETF $BNDX
Bucks County Opportunity Council and Local Attorney Partner to Provide Free Wills to VITA Participants

Bucks County Opportunity Council has partnered with a local attorney to provide free wills for VITA participants. This timely initiative highlights the importance of both financial and legal security for community members, offering crucial support to those who need it most.

Estate Planning

 Bucks County Opportunity Council and Local Attorney Partner to Provide Free Wills to VITA Participants
Beneficial Changes to Tax-Advantaged ABLE Accounts for Individuals with Disabilities

Recent tax legislation brings significant enhancements to Achieving a Better Life Experience (ABLE) accounts. These changes, effective in the 2026 tax year, include unique inflation adjustments and an increased contribution limit, helping individuals with disabilities save more efficiently.

Tax Optimization

 Beneficial Changes to Tax-Advantaged ABLE Accounts for Individuals with Disabilities
Vanguard International High Dividend Yield ETF $VYMI Shares Acquired by Rosenberg Matthew Hamilton

Rosenberg Matthew Hamilton recently increased its position in Vanguard International High Dividend Yield ETF by 1.9%. A filing with the Securities and Exchange Commission reveals that this institutional investor added 382 shares, bringing its total to 20,552.

Portfolio Diversification

 Vanguard International High Dividend Yield ETF $VYMI Shares Acquired by Rosenberg Matthew Hamilton
RHS Financial LLC Invests $351,000 in iShares Convertible Bond ETF $ICVT

RHS Financial LLC has taken a notable new position in the iShares Convertible Bond ETF, purchasing 3,899 shares valued at $351,000. The move was disclosed in the firm’s most recent 13F filing with the Securities and Exchange Commission, hinting at growing institutional interest in this unique investment vehicle.

Portfolio Diversification

 RHS Financial LLC Invests $351,000 in iShares Convertible Bond ETF $ICVT
The Secret to Wealth Building? These 3 Dividend Kings You Can Buy and Hold Forever

Few companies achieve a half-century of consecutive dividend increases, but Coca-Cola, Federal Realty, and Nucor have done just that. In an era of market volatility, these three Dividend Kings stand out as stalwarts of stability and potential long-term growth.

Portfolio Diversification

 The Secret to Wealth Building? These 3 Dividend Kings You Can Buy and Hold Forever
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