fbpx

401(k)

Storing your will and trust at home

It’s a morbid yet common worry: What happens to credit card debt when you die? Read more

Retirement Planning for Busy Professionals

For many busy professionals, finding the time to effectively plan for retirement can be a challenge. Between personal commitments and demanding careers, setting aside time to create a retirement plan might take a backseat. However, strategic financial decisions need to be made to ensure a comfortable and fulfilling retirement. This retirement planning guide is designed specifically for planning for busy professionals, helping you navigate this essential process efficiently. Why Is Retirement Planning Essential for Busy People? Despite hectic schedules, retirement planning should not be neglected. Busy professionals often have the benefit of a higher income, which, if managed correctly, can… Read more

Estate Planning Myths Debunked

In my experience, estate planning is one of the areas of personal finance with the most widespread confusion. Unfortunately, this can lead to costly mistakes in time, money and stress on people’s families. Read more

Why Your Will Is Just One Part of an Estate Plan

Those beneficiary forms you filled out years ago can supersede your other estate plans. Read more

Top Five Mistakes to Avoid When Passing Wealth

What could go wrong with this transfer of generational wealth? Several things, in fact. Read more

Nursing Home Care

As many as 80% of aging adults in America lack the financial resources to pay for two years of nursing home care or four years of an assisted living community. That’s according to a new study from the National Council on Aging (NCOA) and the LeadingAge LTSS Center at the University of Massachusetts Boston. Read more

How to Protect Loved Ones from Being Disinherited

If your beneficiary designations are out of date and you die without updating those designations, your assets could go the wrong people–a former spouse, for example–no matter what your will says. Read more