Seven Key Elements of Estate Planning
…of their own documents. 2. POA can come into force in three ways: “Springing,” which comes into force at the moment of incapacity. Durable, which comes into force as soon…
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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…
Fortune 500 Companies: Who and Where They Are
…Berkshire Hathaway, and pharmaceutical distributor McKesson. Health care companies, auto manufacturers and a communications company round out the top 10. Hot Areas for Headquarters Many Fortune 500 company headquarters are…
Read moreWhy Tax Planning Matters
We at REAP, LLC. are proud to have helped many families and individuals over the years. For a FREE consultation: Call (855) 904-REAP…
Read moreDavid 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…
3 TED Talks for the Lifelong Learner
…delivering keen insight. Some of the best and brightest minds can radically change the way we think about and understand our world through personal confessions or by connecting seemingly disparate…
Read moreAdvisor Testimonial – David H. Morgan
Advisor Testimonial – David H. Morgan From: National Association of Certified Financial Fiduciaries David H. Morgan, MSFS, CEP® is a financial advisor who offers comprehensive, holistic wealth management that connects…
Read moreWhat’s the ROI from fitness trackers?
…in the Journal of the American Medical Association. The research centered around wearables and weight loss showed a surprising trend: Those logging their meals and exercise on a website lost…
Are you ready for the great wealth transfer?
…X and millennial offspring stand to inherit trillions of dollars in total combined assets, according to many financial estimates. How should each generation prepare for this historic transfer of wealth?…
Are you on track to retire comfortably?
Are you on track to retire comfortably? From: REAP, LLC. | Retirement & Estate Advisors & Professionals Americans, on average, are falling behind when it comes to saving for retirement….
