Lessons to learn from this experiment. Retirement is ideally a happy time of your life, freeing you up to do things you’ve long postponed. However, the prospect of retirement can Continue Reading →
Assets in 529 plans have grown significantly in recent years due to their college planning potential. But there’s another side to 529 plans that may appeal to you — potential Continue Reading →
Before mapping your retirement financial strategy, it’s important to figure out how much retirement income you may need. You’ll need to consider your housing cost, the length of your retirement, Continue Reading →
Depending on your age, the idea of long-term care may be the furthest thing from your mind or something that you think about frequently. Whichever camp you fall into, it’s Continue Reading →
Don’t Discount Your Will. A self-created last will and testament may lead to problems. As an early step in estate planning, you may be tempted to write your own will. Continue Reading →
[row] [column lg=”6″ md=”12″ sm=”12″ xs=”12″ ] [/column] [column lg=”6″ md=”12″ sm=”12″ xs=”12″ ]Everyone knows the importance of preparing and maintaining a will, yet many people have never written one. Continue Reading →
If you have been named as a beneficiary of a trust, you probably have many questions about what comes next. Trusts can take many forms and may be governed by Continue Reading →
Whether nurturing the values of children, fulfilling charitable goals, or making investment decisions that affect their own as well as their beneficiaries’ financial security, women play a central role in Continue Reading →
[row] [column lg=”5″ md=”6″ sm=”12″ xs=”12″] [/column][column lg=”7″ md=”6″ sm=”12″ xs=”12″] Several years ago, Jack’s father died. Jack grieved not only for his father’s passing, but also for his widowed Continue Reading →
Many investors have taken advantage of pretax contributions to their company’s employer-sponsored retirement plan and/or make annual contributions to an IRA. If you participate in a qualified plan program you Continue Reading →