Estate Planning and the Blended Family
…respective expectations. Getting this down on paper is an excellent start to a clear understanding and open communication. What To Do Next Estate planning can be deceptively complex. Not only…
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How to create a budget you’ll actually stick to
…that you’ve committed to an initial budgeting process, look for ways to stay agile and be open to improving your methods over time. When you expect your budgeting activities to…
5 Cardinal Rules Of Retirement Planning
5 Cardinal Rules Of Retirement Planning From: foxbusiness.com Whether you are currently retired or planning for retirement, there are five cardinal rules investors must follow to provide a stress-free retirement….
Revocable Trusts May Be the Solution to Your Client’s Needs
…Faithfully Implement Your Investment and Distribution Strategies. Custodians freeze accounts owned individually by a decedent, which can complicate your asset management process, especially if you’re tactical or are making periodic…
Smith and Barid: Single people may need estate planning more than others
Smith and Barid: Single people may need estate planning more than others From: businessinsavannah.com No wife, no kids, no need for an estate plan, right? Wrong. Estate plans are actually…
Don’t Fall into the Gap
Don’t Fall into the Gap From: blackrock.com Even with 401(k) savings and Social Security retirement benefits, American workers still face an income gap in retirement. There was a famous commercial…
Nurse Reveals the Top Five Regrets People Make on their Deathbed
…common themes surfaced again and again. Here are the most common five: 1. I wish I’d had the courage to live a life true to myself, not the life others…
How Much Can You Contribute to a Traditional IRA for 2019?
How Much Can You Contribute to a Traditional IRA for 2019? From: kiplinger.com The IRA contribution limit is $6,000 for 2019. If you are age 50 or over, you can…
Know When to Switch From Bonds to Annuities
Know When to Switch From Bonds to Annuities From: money.usnews.com Annuities can compensate for declining bond yields when interest rates begin to soar. While savings accounts or certificates of deposit…
Sinking or Surging: 5 Takeaways for Clients and Advisors During Market Volatility
…future that concerns them isn’t arriving next year. Their time horizon is completely different from that of the Wall Street investment community that’s driving today’s market volatility. So what if…
