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.”…
…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.”…
…years, while only 65% of seniors between the ages of 60 and 70 find it comfortable to live autonomously. One of the biggest problems of ‘aging in place’ is that…
…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…
…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…
…a Series I bond, you’ll pay the face value of the bond itself. For example, if you want to buy a $100 Series I bond, you’ll pay $100 for it….
…associated with working during traditional retirement years: maintaining mental sharpness, avoiding social isolation and continuing to earn income. And while research indicates that 50 percent of people expect to keep…
…complex in these scenarios, it’s important to prepare for a variety of situations through research, planning and by reaching out for help when needed. Trust in Trusts A trust requires…
…unspent monthly chunk toward larger goals like retirement, kids’ college funds or other investment vehicles. Research has shown that time in the market may be more effective than trying to…
…slow down considerably, so make sure this is something you can realistically do without hurting your own finances in the process. For example, many companies like Remitly allow money back…
…you can smoothly manage whatever request comes your way. Saying Yes If you’re comfortable saying yes to a loan request, take these three steps to protect your finances: 1. Ask…
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