Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.
Learn more about estate planning from our financial advisors below.
Physicians are taking the brunt of lowered medical costs reimbursements. Increasingly, medical providers are deciding not to handle Medicare patients any longer; instead, they are offering services to those over age 65 with their actual cost of services being billed. The Medicare enrollee has no viable option of asking Medicare for reimbursement and is faced […]
“Happily ever after” is typically the ending of a fairy tale. But it’s more than that. It’s also the way we want to retire. What does it take to have a long and happy retirement? This has been the subject of study by Ph.D.s in countries around the world. Before I go on, how would […]
Reducing estate tax liability is getting more complicated. A very significant thing has recently happened regarding estate taxes. The significance of this change is far-reaching; the agent that grasps this will be far ahead of the competition. Not only will this rule change make a huge difference in how estates are handled regarding estate tax […]
Are you searching for a way to increase your financial security and get ahead? If so, it’s time to look beyond simply earning more money – it’s also essential to focus on boosting your net worth. By understanding the basics of increasing your net worth and implementing a few steps, you can build a secure […]
Are you feeling overwhelmed by the different life insurance policies out there? Do you think you need more information to make an informed decision? Don’t worry—you’re not alone. Many people are unaware of life insurance’s essential details, leaving them in the dark about some critical aspects of these products. We’ll help shed some light on […]
“In today’s insane economic environment, it’s easy to be lured into risking your savings by chasing after returns. If you’re close to retirement, keep calm and focus on your long-term objectives.” – Tim Davis If you’re a few years from retirement, you’ve lived long enough to know there is a tradeoff between risk and reward. For […]
When it comes to money, inflation is like a termite: It’s small and seemingly innocuous initially, but it can do severe damage over time. Inflation is the gradual increase in the prices of goods and services. It is measured as the rate at which the cost-of-living rises. And while a bit of inflation is good […]
“Your federal benefit payments are not made following a trust or will. You need to ensure you have a properly completed beneficiary form.”- Joe Runza If you are well-planned, you have a will or trust to ensure you leave a legacy to your loved ones. These documents, your funeral instructions, durable power of attorney, healthcare […]
“It’s fantastic if you inherit an annuity, but you need to understand the tax implications and how to make them more favorable.” –Lyle Boss You cannot escape taxes if you inherit an annuity. Fortunately, though, understanding how inherited annuities are taxed can help you avoid paying more in tax than necessary. Your beneficiary status and […]
“A solid credit score gives you more choices and the more choices you have, the greater the chance of retirement success.”- Steve Kerby There’s a long checklist when preparing for the time when you no longer get a paycheck. People within 7-10 years of retirement have a lot on their minds. They may be […]
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