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  • An Inside Look at How Helmstar Approached One Client's Unique Challenges

    March 31st, 2016

    The client: A couple, both recent retirees , were devastated when a doctor visit confirmed the return of one spouse’s illness. Unfortunately, this time it looks to be terminal. This left this couple with several key questions:

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  • What Financial Documents Should You Keep...and How Long?

    March 24th, 2016

    You might be surprised how many people have financial documents scattered all over the house – on the kitchen table, underneath old newspapers, in the hall closet, in the basement. If this describes your financial “filing system”, you may have a tough time keeping tabs on your financial life.

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  • Happy St. Patrick's Day!

    March 17th, 2016

    March 17th is a day to celebrate Irish culture and the life of the patron saint of Ireland.

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  • Give Smart

    March 9th, 2016

    For most of us, charitable giving — to church, schools, charities and more — is not only an important part of our finances, it’s an important part of our value system.

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  • Charitable Organizations & Nonprofits

    March 3rd, 2016

    We love charitable organizations and nonprofits!

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