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.
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Fees. It just sounds like a dirty word, doesn’t it? No one likes paying fees. I certainly do not. But is it crazy to think we pay fees all of. . .
The Baby Boomers are overpowering the health care system. For over 100 years, the discussion of a national health care system in America has been both a hot and. . .
Make sure you understand the financial burden of long-term care. What’s one of the quickest ways your clients can blow through their retirement nest egg? Long Term Care, and with. . .
“Liquid assets are a major component of a healthy financial plan. Are you making sure your clients have the cash they need to hedge against disasters?” Del Fujinaka Income shocks. . .
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“In a perfect world, you would enter retirement with your home paid off, $2million in savings, and not a penny in debt. Unfortunately, our world is far from perfect.”-Donna McElroy. . .
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In my years as a retirement and income specialist, I have run across more than one person who claims they hate annuities. More often than not, this position is based. . .
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William Bengen is considered the father of the systematic withdrawal theory. Bengen, in his extensive research, tested hundreds of portfolios to create a standard portfolio withdrawal rate that would survive. . .
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