Estate planning: 4 things to know
…of creating a plan more confusing than it needs to be. Here are a few common — and potentially damaging — beliefs you should reconsider: 1. “A will is enough.”…
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Should you consider setting up a trust?
…Allow Greater Privacy One of the most common uses of a trust is to avoid probate, the court-supervised process of authenticating the last will and testament of the deceased. Probate…
Should you always keep an emergency fund?
…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…
Tips for Living Happily Ever After in Your Dream Home in Your Golden Years
…up your alley in which case a property manager can help you with these tasks. But this will obviously come at a cost which you will have to factor into…
Don’t Let Myths Derail Retirement
…continue to believe some common retirement myths that have the potential to derail or negatively impact one’s future. Myth: You only need to plan for retirement. Once you retire, the…
Why an LLC Might Be Good for Your Estate Planning
…LLC are solely for company matters. Should creditors demand payment from you, these can only come from your personal assets. 4. They aren’t taxed by the IRS LLCs are not…
How does retirement change your finances?
…situation is, here are the factors to think about as you move into your post-work years. New Expenses — You’ll no longer need to spend money on commuting costs or…
David H. Morgan on Investopedia
David H. Morgan on Investopedia From: REAP, LLC. | Retirement & Estate Advisors & Professionals David H. Morgan is a financial advisor who offers comprehensive, holistic wealth management that connects…
6 Ways to Make the Best of a Windfall
…your windfall toward a one-off incremental contribution. Invest in yourself. This can be the perfect time to enrich your skills. For example, you might decide to enroll in a “learn…
Money Mistakes You Don’t Have to Make
…how to be financially savvy no matter where you are in life: In Your 20s: Start saving. Compound interest means the earlier you begin, the larger your nest egg will…
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