Message from REAP
…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…
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3 Retirement Trends to Watch in 2024
…lot of ways. A survey conducted by research firm Age Wave found that 71% of people who are 65 or older feel that they are living the best time of…
Reinventing 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 moreWatch 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 moreWhy an LLC Might Be Good for Your Estate Planning
…incurs fees as well. If you’re hoping to pass down your assets while avoiding all these additional costs, you might want to consider forming a limited liability company (LLC). But…
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…
4 Planning Approaches to Keep in Mind
…portfolio’s allocation, such as purchasing more stocks and selling some bonds (or vice versa). This action can help your holdings maintain a level of investment risk that you’re comfortable with….
Estate Planning in 2021 and Beyond
…from estate taxes. Trust assets also stay out of probate when you die. Avoiding probate will save your heirs money on court fees and keep your finances private. Because some…
The Shortest Distance Between You and Financial Peace of Mind
…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 moreIdeas for Safeguarding Your Wealth in 2020
…helped you find financial stability, and now it’s time to go the extra mile to ensure your assets will stay secure for years to come. You probably already have a…
