The Distillery Newsletter
Insights
We’re dedicated to providing relevant financial information to help you guide your financial goals … and to providing a bit of fun. Sign up to receive notifications.
How to Leverage Your Company's Retirement Plans
Leveraging your company’s retirement plan effectively means you’re not just saving—you’re building a powerful foundation for your financial future. Make the most of the tools available, and take charge of your retirement today.
Preparing for Open Enrollment Season: A Quick Guide for Professionals
By being proactive and strategic this open enrollment season, you’ll secure the benefits that best support both your professional and personal life. The effort you invest now ensures peace of mind—and potentially significant savings—throughout the year.
Managing the Risk of Outliving Your Money
Luck is not a plan, and hope is not a strategy. Those who are retiring unaware of these factors may risk outliving their money. Creating a strategy may help you better prepare for retirement.
White Elephant Inheritance
A "white elephant" is a gift that may cause more issues than it resolves, much as an elephant might eat an unwitting recipient out of house and home. It's an asset that comes to you via gift or inheritance and needs to be quickly sold, liquidated, or transferred to avoid further expenses of time or money. In such cases, it is crucial to understand how to disclaim an inheritance properly and avoid holding the burden.
How to Choose your Executor
The period following the death of a loved one is a stressful time and can be confusing for family members. Choosing the right executor can help ensure that the distribution of your assets may be done efficiently and with as little upheaval as possible.
Will Power
Only 24 percent of adults have an estate strategy document, such as a will, in place, which may not be entirely surprising. No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone.
Save Early & Let Time Work for You
The earlier you start, the greater the compounding potential. If you’re investing for retirement in your twenties, you may gain an advantage over someone who waits to invest until his or her thirties.
Financial Aid for Students 101
Preparing for college while still in high school can be difficult for even the most academically-minded student. These days, you need to excel in the classroom, make sure you're involved in extracurricular activities, and enroll in challenging classes to impress a college admissions board. On top of that, the financial cost of higher education may add to what is already a stressful time in an ambitious student's life. Luckily, with a little preparation, you may be able to make applying for financial aid painless and stress-free. Read on to learn more.
Countdown to College
For many people, college sets the stage for life. Making sure your children have options when it comes to choosing a university can help shape their future. Work with them today to make goals and develop habits that will help ensure their success.
Help Kids Set Goals for the New School Year
Parents often judge their child's success by the letters they see on their report card. But helping kids develop strong habits and a can-do mindset can set them up for success inside and outside of the classroom for the rest of their lives.

