Inheritance planning has the opportunity to be an excellent way to create a legacy for your family. However, it can also become a tainted process focused solely on money, where infighting and disappointments leave you feeling worse than you did before creating your will. We believe focusing solely on money – and not your legacy as a human being – corrupts this process and makes it stressful for both the individual and their loved ones.
Financial planning is a pressing demand that most of us feel throughout our lives. However, ensuring you’re meeting the proper milestones for your age can be tricky, especially if you don’t have someone to guide you along the way. So, at what age should you start planning for your financial future?
Whether planned or unplanned, job changes can bring excitement, uncertainty, and hope for the future. If you are considering a change in your career this upcoming year or want to be prepared in case of a future job loss, your retirement plan is an essential factor to consider. How can you maintain your savings for life after retirement when your situation changes?
Retirement doesn’t look the same for everyone. Some people want to spend more in their younger years or on their families and live a humble life when they retire. Others are excited to take advantage of the time for travel, luxuries, or side businesses they didn’t have time for when they were working. How you want your retirement years to look like will determine which retirement strategy is right for you. The earlier you plan, the more options you’ll have.
In a world where word gets around fast, it can be hard to discern the difference between the truth and what is probably more like the end of a game of “telephone”. Take Social Security for example. Some people say it’s going broke. Some people say you’ll lose all benefits if you continue to work. To help you ask the right questions, we broke down some of the most common questions about Social Security and the decision you will need to make when nearing retirement.
In a recent Gallup survey, 48% of Americans said they do not think they will have enough money to live comfortably in retirement[1]. How do we combat this problem and thrive in retirement? We believe the best approach is through proactive saving. Whether your...
