It’s never too soon to consider our own legacy
It’s never too soon to consider our own legacy From: startribune.com You enter a solemn space where a eulogy is about to be delivered. Turns out that eulogy is for…
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The Impact of Caregiving on Adult Children Who Care for Their Parents
…whether an adult child has to take unpaid time off from work or potentially leave their job entirely, the cost in lost wages can be very damaging. Combine lost wages…
Estate Planning an Essential Step for Every Retiree
…a joint trust. It was once common practice for high earners to set up separate trusts, so that the combination of the two wouldn’t trigger the estate tax. In 2010,…
How to create passive income
…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…
Estate Planning in 2021 and Beyond
…2022 and beyond. Here to Guide You Wealth preservation can be a complex topic, especially when laws are in flux. Please stay in touch and reach out with any questions….
Watch out for these wasteful habits
…year. That means it’s extra important to identify wasteful habits and make sure you’re not creating unnecessary barriers for yourself. Here are a few common ways people accidentally overspend along…
Read moreReinventing Retirement by David Morgan
…individuals over the years. Our firm uses a “team approach” to focus on retirement issues, estate planning needs and other various financial challenges. For a FREE consultation: Call (855) 904-REAP…
Read more3 Retirement Trends to Watch in 2024
…But attitudes are changing in retirement. People want more than just youth; they want overall wellness. For example, 83% of people who responded to the Age Wave survey said it…
5 Financial Mistakes Anyone Could Make
…coming in, how much you’re spending and how much you want to save. Even wealthy individuals can lose track of these details and end up spending more and saving less…
Do you have competing financial goals?
Do you have competing financial goals? From: REAP, LLC. | Retirement & Estate Advisors & Professionals When it comes to your finances, it can seem impossible to manage everything at…
