Aurora Lights
Your Legacy Planning Year-End Checklist
The fourth quarter is crucial for reflecting on the progress of your legacy plan, and setting priorities for the following year. Have you achieved many of your goals this year, or do you have gaps? Use this nine-point Aurora Legacy Planning Checklist to assess your progress and set an action plan for the coming year.
Five Reasons You Should Open a BrokerageLink® within Your 401k Plan at Fidelity
A 401(k) plan offers several benefits that can help you save for retirement effectively. Tax advantages, employer matching up to a certain percentage, compounding investment returns, just to name a few.
A Legacy Planning Quarterly Checklist
Investors should regularly review their plans for maintaining values, assets, and legacy through generations. We’ve created quarterly checklists to help prioritize your goals and actions. Review this downloadable Autumn checklist.
Legacy Planning: Securing Your Financial Future and Values for Generations
Missed our webinar? Discover how legacy planning may secure your family’s future and ensure that your values endure. Learn key insights and practical advice from Aurora Investment Counsel. Read more now!
What the Recent Auroras Can Teach Us About Investing
The infrequent, dynamic, and spectacular nighttime light displays, known as auroras, parallel the patience, discipline, and preparation required for thoughtful long-term investing.
Aurora Investment Counsel Wins Best Investment Website Award
Aurora Investment Counsel’s website, designed to educate and communicate with clients and prospects, has been recognized as the best in the industry by the 2024 Internet Advertising Competition.
We use sophisticated financial planning and cash flow projection tools, based on your objectives, assets, income, and other factors, to help answer your wealth management questions.