Estate planning is an intimate subject. At a minimum, basic estate documents such as wills, financial power of attorney, medical power of attorney should make it to everyone’s must-have list.
Which is more important – Retirement or College Savings? As you debate the question, you’ll be flooded with a lot of emotion. Let’s examine both sides.
Assuming a $1 million Retirement nest egg and the 4% withdrawal rule, is $100,000 Retirement income annually really doable? Let’s do the Math.
If you’re saving for your child’s higher education and thinking about the 529 Plans, here are the answers for the 7 most frequently asked questions.
Very broadly speaking, every 10 years or so, work with Your Financial Advisor and Estate Attorney to ensure your Estate Documents are accurate and current. Let’s discuss:
Thinking of a Second Home? While the idea sounds enticing, fulfilling this dream requires attention to detail and a firm vision of your long-term goals.
Your financial advisor is a great source to sort through many of your major life decisions. All you need to do is a quick call, or an email letting you Advisor know before things happen: He or she can then help you think through your options so that you can continue on your path to success – on your terms.
Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, excitement, and even some boredom. Congratulations, Graduates! What are your next steps, financially?
Land a great new job? Awesome. Now is the perfect time to think about your 401(k) and retirement plan, whether you had one before or not. Saving for retirement is important at all ages, so don’t let this opportunity fall to the bottom of your list. Here are few tips...