Go to page: Are you ready for the great wealth transfer?
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
As baby boomers officially enter their golden years of retirement, their Generation X and millennial offspring stand to inherit trillions of dollars in total combined assets, according to many financial estimates.
How should each generation prepare for this historic transfer of wealth?
Baby Boomers: Set Expectations
Whether they have a substantial legacy to leave behind…
From: www.cnn.com
What’s the best way to measure the market? CNN’s Jon Sarlin explains why the Dow is outdated and doesn’t actually reflect what’s happening with stocks, much less the economy.
From: blog.planetoffinance.com
If there is one thing that stresses almost everyone it’s money. It seems as though there are constantly bills to pay and the hours you work aren’t always turning out the way you hoped. So, what can you do? Don’t worry because financial success isn’t as elusive as you might think. In this article, we are going to look…
From: www.horsesmouth.com
IRA distribution planning is becoming a high-stakes game for clients in more ways than one. Gone are the days when simply dropping dollars into a traditional IRA was the sensible thing to do.
IRA distribution planning is entering a new world, a departure from the days when simply dropping dollars into a traditional IRA was the sensible thing to…
Trust vs. Will
A Will is a declaration of your wishes regarding how you want your assets and property distributed upon your death. It can also include instructions about the care of minor children. Typically, a Will is subject to Probate which is a legal process administered by the court in your state. Probate can be an expensive and lengthy process.
A Trust, also known as a Living Trust, sets the terms of your wishes…
Go to page: What should your emergency fund look like?
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
Building financial security means sticking to a smart strategy and thinking ahead. Success comes from spending less than you earn, investing wisely and protecting against unforeseen challenges, and to be truly prepared, you should probably have an emergency fund.
Here’s how and why an emergency fund could save the day, no matter your situation or income…
From: Callan
The Callan Periodic Table of Investment Returns conveys the strong case for diversification across asset classes (stocks vs bonds), investment styles (growth vs value), capitalizations (large vs small), and equity markets (U.S. vs non-U.S.). The Table highlights the uncertainty inherent in all capital markets. Rankings change every year. Also noteworthy is the difference between absolute and relative performance, as returns for the top-performing asset class…
From: www.wealthmanagement.com
According to court documents obtained by The Blast, recently deceased star Burt Reynolds intentionally left his 30-year-old son, Quentin, out of his will and named his niece, Nancy Lee Brown Hess, executor of his estate.
Though it may be our first instinct to jump to conclusions about the nature of Reynolds’ relationship with the adopted son…
Go to page: How to raise financially savvy kids
From: REAP, LLC. | Retirement & Estate Advisors & Professionals
Every parent wants to raise their kids to be self-sufficient adults who feel empowered to achieve anything they want in life. One way to set children up for success is to be honest with them about financial topics and teach them money management skills starting at a young age.
The Early Years
When your kids are young,…
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