Posted on May 20th, 2022

“Can I notarize for a family member?” is one of the most common questions our notaries get.

It’s a natural – and often innocently posed – question.

Nothing is more convenient than having a qualified and capable family member wh…

Posted on May 16th, 2022

Digital financial planning allows advisors to serve more people in a more insightful way.

The financial planning landscape has changed with a quantum shift in demographics and an increasing interest from younger generations wanti…