It's never fun to think about, but it's essential to plan out how your money will pass to your family when you die. Mark Gerard, of Charles Schwab in Rockford, shares the benefits of including a trust in your estate plan. ...

It takes a lot of partners working toward a common goal to keep your financial aspirations a reality. Meet a few of our region's trusted experts in the realm of law, finance, investment, insurance and accountancy. ...

In your personal and business finances you’re drafting a team of players who include attorneys, investment advisors, insurance advisors and certified public accountants (CPAs) all focused on helping you to attain your important goals. ...

>When it comes to selecting a financial professional, bank, attorney or insurance company, relationships matter. Browse through some of the region’s top providers, who pride themselves on building trust. ...

The world doesn't stop when someone dies, and it can be a struggle for surviving family members to compose a new financial puzzle. Mark Gerard, of Charles Schwab, in Rockford, shares his thoughts on how to be prepared. ...

The key to your financial success is coalescing all of your Proven Professionals around your personal mission. This is your strategy to command, and these professionals are your team to engage. ...