BRIDGING THE GAP Understanding Caregiver Stress Caregiver stress is a concept easily understood by most people. Many of us have been a caregiver to children, an elderly parent, or perhaps someone with a serious health condition or exceptional need. When we are taking...
BRIDGING THE GAP Eli’s Village Blog Introduction, Dr. Kathy Matthews, our new Vice President of Family Support & Services Planning at James River Wealth Advisors Eli’s Village Blog Introduction, Dr. Kathy Matthews, our new Vice President of Family Support &...
BRIDGING THE GAP Newsletter – 2nd Quarter 2020, From The Desk of Kristin Carleton JAMES RIVER ASSET MANAGEMENT, LLC. Newsletter 2nd Quarter August 2020 While Al is still recovering from his shoulder replacement, I am filling in on writing the quarterly...
BRIDGING THE GAP Charitable Remainder Unitrust – an Overview of an Important Financial Planning Tool The charitable remainder unitrust is a vehicle that is making a comeback after having gone out of favor. A CRUT is an irrevocable trust that can help you reach your...
BRIDGING THE GAP ABLE Accounts and Exceptional Needs Financial Planning If you are embarking in the world of special needs planning, you may have run across the term ABLE account and wonder what that means. Today I will focus on ABLE accounts in Virginia. ABLE...
BRIDGING THE GAP Market Update May 15, 2020 From The Desk Of Kristin Carleton China dominated the financial headlines this week, with threats of a renewed trade war coming from the US administration, and all eyes on the release of retail sales and Chinese factory...
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