Everyone Should Have an Estate Plan
No matter your personal situation, married or single, older generation approaching retirement or younger generation starting out on a career, an estate plan is something that can benefit everyone....
Is it Possible to Retire Wealthy?
The idea of retiring a wealthy person is certainly an attractive idea. But how realistic is it?...
Estate Planning
If you want to make sure your assets are inherited by the intended parties, no matter the size of your estate, you will need an estate plan. If done right, your plan can also limit the taxes owed by the beneficiary....
A Guide to Estate Planning
Do you have an estate plan? A basic estate plan is an important financial document for everyone to have, whether you think you need one or not, and here is why....
Retirement and Life Expectancy
Life expectancy is something to take into account when planning your retirement....
Financial Planning for When You Are Gone
Death is certain for all of us. The sad truth is that not enough of us take a moment to consider what will happen when we are gone. In fact, 55% of Americans pass away without a will or an estate plan....
September is National Life Insurance Awareness Month
September is National Life Insurance Awareness Month. In the past many families have viewed life insurance primarily as a way to pay for funeral expenses but it is become much more than that today. Now it is seen as an integral part of...
Estate Planning Essential Documents
According to the American Bar Association, more than half of Americans pass away without a will or an estate plan. If you consider the age when a person should be giving serious thought to these things, 62% of Americans aged 45-54, and an even higher...
Death and Debt
The death of a spouse is heartbreaking and something that no one really wants to think about. Unfortunately, it is something that needs to be considered and a plan put in place to ease the major adjustment in one is life. The surviving spouse...
Power of Attorney Tips
None of us likes to think about the possibility of something happening that might prevent us from managing our own finances, but it does happen. If you are ill, incapacitated, or just out of the country, you might need someone else to manage your money...