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.
“You spent a long time locating the perfect financial advisor. But, are you prepared for the day when that advisor can no longer assist you with your retirement portfolio?”- John Ripley. If your advisor died or was incapacitated, do you know who would step in to handle your account? Nearly everyone who has begun the […]
You’ve likely heard of the 4% rule. William Bengen came up with it as he tried to answer the two most common questions his clients asked him. Those questions were: How much should I save for retirement? How much can I spend in retirement without running out of money? He could give no clear […]
Being in the Insurance Industry over the last 20 plus years and offering products that directly compete with the products being provided by Financial Advisors, there are several objections that I routinely hear from people looking at Annuities as an alternative to keeping their money at risk in the Market. Recently I had someone say […]
“Conventional financial wisdom says people should only purchase annuities shortly after they retire, around ages 65-75. But, conventional wisdom may not be right for everyone.”- Ed Hochard In general, people tend to purchase an annuity product at retirement time or less than a year after they quit working. One reason for waiting is that it […]
Everyone wants a stress-free retirement, but so many retirees are constantly worried about their financial wellbeing. How do you overcome the stress of establishing a safe retirement plan? Many are concerned about having the right medical coverage and whether they can afford the monthly premiums or the huge bills which often follow a hospital stay. […]
In choosing the right place to grow your retirement nest egg, there are a host of financial products available. What are the best options for you and your money? You may want the guarantee of a fixed rate of return. You might also like the potential for market gains. The dilemma is how to achieve […]
“Millions of Americans rely on employer-sponsored plans to be the cornerstones of their retirement. But, what happens when circumstances force your employer to change or even eliminate their retirement program?- Brad Rhodes COVID-19’s effects are being felt in nearly every sector of the global economy. Stay-at-home orders, reduced hours, and supply-chain shortages resulting from the […]
“Rapid development of blockchain technology is leading to some interesting new concepts, including the idea of collecting “one of a kind” art in the form of digital tokens.” Eric Coons First off, I want to encourage any of you reading this to think hard and long before you leap on any bandwagon, much less s […]
“Widowhood and divorce remain financially and emotionally devastating. Even younger women are wise to plan for the day when they no longer have their spouse or significant other.” Raina Greene Karla N. (not her real name) epitomizes the 21st Century woman; self-assured, confident, entrepreneurial, and well-educated. Karla married at age 21, right after receiving her […]
I’d like to start this article by saying, if you’re in your mid to late 60s, you may not have the time to utilize the living benefits of this concept. However, if you’re still in your late 50s to early 60s, you may be able to use this concept to supplement some of all of […]
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