Robert W. Finnegan, J.D., CLU®, AEP®, Published in Trusts & Estates

We are pleased to announce that the following article by Robert W. Finnegan, J.D., CLU®, was recently published by Trusts & Estates.


Highland’s Bob Finnegan On “Hedging Against Threats to Wealth”

Bob Finnegan, Sr. Vice President, Advanced Planning Attorney with Highland Capital Brokerage spoke to an audience of high end financial advisors at the Elite Financial Advisor Conference on January 11 hosted by Janney Montgomery Scott. Bob addressed how current planning tools that were not adversely affected by the new 2017 tax act are ideally flexible and particularly suited to help clients hedge against all the threats to wealth, not just taxes—regardless of what happens in Washington.


January 2018 LTC Newsletter

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LTC in the News

The word is spreading. Major news outlets are letting the American people know the importance of long-term care planning. Are you? Here are a few recent third-party articles.


December 2017 LTC Newsletter

LTC-Newsletter-Header-Blog

LTC in the News

The word is spreading. Major news outlets are letting the American people know the importance of long-term care planning. Are you? Here are a few recent third-party articles.


Why Understanding Health Care is Essential for Retirement Planning

As we get older, the cost of health care invariably rises. This is creating major challenges for almost every American in one way or another.


Life Insurance is Important, Even for Seniors

Despite reports that average life expectancy has declined, many people still plan to keep working past traditional retirement age, whether for financial reasons or because they’d be bored otherwise. This may not be a surprise, but financial advisors need to remember to check in on seniors to make sure they are insured and that they have the right amount of coverage.


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