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.
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 […]
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 […]
Retirement Income Planning has become an important topic with the aging of the baby boom generation. Many refer to it as preparation for the decumulation stage in an investors’ life cycle. Some use analogies of the accumulation stage as climbing the mountain and the decumulation as scaling down the mountain. Climbing Mount Everest is indeed […]
You’ve worked hard all your life, played by the rules, only to have a majority of your nest egg wiped out due to something you could NEVER have controlled. For most of us, this would be devastating and possibly life-changing! For most pre-retires and retirees, the #1 concern they have is fear of running out […]
“Offering retirees the chance to obtain tax-deferred growth and guaranteed income in retirement, annuities should always be part of a retirement and income specialist’s tool kit.” Michael Masor. Successful financial advisors understand that the days of selling a product and never seeing that client again are long gone. Instead, retirement planning has morphed into more […]
Avoiding probate can be tricky, but you might be able to do it successfully following these three straightforward ways. If you own stock certificates or have a brokerage account, the ‘transfer on death’ option can be used to avoid probate. This option is often called the ‘Uniform Transfer on Death Securities Resignation.’ You can designate […]
The purpose of a life insurance policy is to protect and preserve your assets and income in case you or your family suffer a loss (i.e., lose your income, loss of a family member’s income, the inability to work, or other reasons). But did you know that you may be able to use a life […]
“U.S. government statistics say that over 70% of Americans 65 and older will need long-term care at least once in their lives. Yet, only 33% of us understand and acknowledge that we’re likely to need long-term care in the future.”- Robert Cannon Various studies over the past decade indicate that Americans tend to underestimate their […]
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