Will vs Living Trust: What’s the Difference?
Estate planning can be an uncomfortable process, but it’s a crucial piece in any financial plan, especially as we amass assets near retirement age. Two ways to put your wishes …
Estate planning can be an uncomfortable process, but it’s a crucial piece in any financial plan, especially as we amass assets near retirement age. Two ways to put your wishes …
The “Setting Every Community Up for Retirement Enhancement” Act, or SECURE Act, was signed into law by President Trump earlier this year. Not only has it made a few meaningful …
Aging is a part of life, and it’s inevitable that we’ll need assistance of some kind as we grow old. However, just because everyone ages, that doesn’t mean that everyone …
Annuities are bought to avoid the risk of outliving retirement savings. In many ways, annuities are more like insurance products than investment vehicles, just in reverse. When we buy insurance, …
When you buy life insurance, you’re not only protecting yourself, but also your loved ones who depend on you. Life insurance pays out a beneficiary in the event of death …
Pensions have largely faded from corporate offices around the country and have been replaced by tax-sheltered retirement vehicles like IRAs and 401(k) accounts. In addition to these accounts, different versions …
Creating long-term goals is a crucial part of any financial plan. However, too many people set themselves up to fail by making vague or unrealistic goals, when really, they need …
Credit card debt is one of the most destructive forms of debt there is, yet more and more people are carrying balances on their cards. Americans owe more than $1 …
Insurance plays a large role in your financial plan because it protects many areas of your life. Health insurance protects you from illness, auto insurance protects your car, and disability …
A windfall can come into our possession in a number of ways: a big gambling victory, a winning lottery ticket, or an inheritance from a deceased relative. No matter how …