Cadence Wealth Advisors

10/14/2026

09/23/2026

Procrastination is a top reason people haven't created a will or trust since 2022, with men slightly more likely to delay estate management than women. Even fewer are taking action this year, with 43 percent of those without a will admitting they "just haven't gotten around to it.” In 2025, only 24 percent of survey participants reported having a will, and 4 percent mentioned other estate management documents, a decline from 33 percent with a will in 2022. Time to get it in gear!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

09/16/2026

Expanding the family through birth or marriage is the third most common reason Americans have set up wills. However, many parents in the U.S. still lack a will to name a guardian for their children. When changes come to the family, updating your strategy becomes super essential!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

09/02/2026

Although having a child is the fifth most common reason people consider starting an estate strategy, most parents with kids under 18 still don't have estate documents. It’s time to consider getting the documents together for you and your family!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

09/01/2026

Markets moved September hike odds from 35% to nearly 60% after Warsh's Jackson Hole speech. But jawboning, tightening conditions with words instead of rates, is a classic move for a Fed chair. Why I think September brings a hold.

Markets moved September hike odds from 35% to 60% after Warsh's speech. A CFA and CPA on why jawboning, not a rate hike, is the likelier read.

08/26/2026

In 2022, over half of Americans recognized the importance of estate strategy, but findings from a 2025 study show that more than 50 percent don't have a will today. If that applies to you, today’s the day to turn that around!
Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/

08/19/2026

Estate management can be a difficult subject and an uncomfortable conversation. That said, getting your estate on track can be vital for the well-being of your family. Not convinced? Unfortunately, too many people have either put off this task or let the discomfort overwhelm them. The good news is that you can change that today.

Source: Caring.com February 18, 2025
https://www.caring.com/caregivers/estate-planning/wills-survey/