Mike McGrath, CFP®, CLU®, CAP®

young adult daughter comforting widowed senior woman on the sofa in living room

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Navigating Retirement After the Loss of a Spouse: Key Financial, Tax, and Estate Planning Steps

Key financial, tax, and estate decisions follow the loss of a spouse...

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Advice for Navigating the Difficulties of Estate Planning as a Family

Financial Planning Checklist: Preparing for Retirement

Author: Mike McGrath The idea of waking up late on a Tuesday morning and having nothing to do other...

How to Find a Financial Advisor

Author: Mike McGrath When choosing a financial advisor, the best first step is to determine what...