
Be Prepared: 7 Estate Planning Tips
No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions.
No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions.
As a retirement income vehicle, the 401(k) is second in popularity only to Social Security – and the number of 401(k) millionaires is at an all-time
Are you in the ‘Sandwich Generation’? If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is
Disorganized finances can make it difficult to plan and set your goals. Following a pattern of established management guidelines can help you stay on-top of
People commonly make the mistake of leaving their old retirement accounts behind when they change jobs. While it’s perfectly legal to do this, there are
As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members. In fact, over 60 trillion
Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.
Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully
Almost half of households near retirement have nothing saved, and that’s a big problem. I believe the biggest headwind is merely getting started: saving money
Who is teaching your kids or grandkids about money? They likely aren’t learning about it in school; only 17 states in the U.S. currently require