Why is it that people seek the services of legal professionals, medical professionals, tax professionals, even domestic professionals but when it comes to financial planning, they often don’t take that important step to seek the assistance of financial professionals? Perhaps it’s the result of our grand-parents generation and a fundamental […]
An estate plan is a legal system for the disbursement of your property upon your death. It recognizes your wishes, such as those regarding the care of minors, and it can legally minimize any taxes you and/or your heirs might pay. It can take into account your views regarding future medical […]
Many people will readily and admittedly seek the services of legal professionals, medical professionals, tax professionals, even domestic professionals but when it comes to financial planning, they rarely seek the assistance of financial professionals. Perhaps it’s the result of our grand parents generation and a fundamental lack of trust when […]
To anyone on the glide path to retirement, it is becoming clear that today’s retirees are facing a completely different set of challenges than prior generations. This is the first generation in which retirees are carrying mortgages and other debt into retirement. Health care costs are expected to eat an […]
After a lifetime of accumulating money, it’s common to start thinking about your legacy and what you want to leave to your children, grandchildren or a favorite charitable cause. But despite the dollar signs you see on your investment and bank accounts, there’s no guarantee your loved ones or your […]
Few things make retirees more nervous than the possibility their savings could run dry. And the situation can be even more troublesome for women, who are at greater risk of outliving their money because, on average, they live longer than men. In fact, women over the age of 65 are […]
Comments