You Will Use Your Estate Plan: Most Important Details You Need to Know
Everyone has an estate plan to pass on their stuff. The difference is if you don’t choose one yourself then it is selected by the state you live.
July 14, 2019
The Retire Happily Blog
We believe today’s saver deserves much more! Improper alignment of financial tools with your needs and preferences is the major source of missed opportunity, disappointment and regret.
And you know what? It doesn’t have to be that way!
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We believe today’s saver deserves much more! Improper alignment of financial tools with your needs and preferences is the major source of missed opportunity, disappointment and regret.
And you know what? It doesn’t have to be that way!
Posts with Videos
How Can I Privately Change My Estate Planning Goals
When building and adjusting your estate plan, be aware of the right question to ask that will help you achieve your retirement planning goals.
July 12, 2019
What Is A Financial Advisor and What Services Do They Offer?
What exactly does a financial advisor do as your advocate? Learn what is reasonable to expect from a financial professional and what services they offer.
July 7, 2019
Important Retirement Questions: Exit Strategy, Control, & Adapt / Adjust
In every decision that you make, you should be asking yourself, how is this decision giving me more control or more freedom in your retirement plan.
July 5, 2019
7 Basic Questions You Should Ask Every Financial Advisor You Meet
Choosing a financial advisor can be an emotional event with many fears and frustrations. Use these 7 questions to grade any financial professional you meet.
June 13, 2019
Different Estate Types and Trusts: Simple Explanations with Examples
If you don’t want the state to choose what happens to your assets when you pass then, you do not stick with the Default Estate Plan. | Retire Happily
May 1, 2019
Life Insurance and Long-Term Health Care in Your Estate Plan
What do I need life insurance for at this age? Are you kidding me? I’m done working! Life insurance? Estate planning? That’s right.
April 12, 2019
Read the Financial Advisor if You’re Not Comfortable Reading Statements
If you do not feel you are comfortable reading the financial statements, then you can read the person that is giving you the answer. What do I mean by this?
March 23, 2019
Living Trusts: Definitions, Problems, and Differences
A living trust is a legal document you make while you’re alive to take care of you, your family and your property If you become incapacitated or pass away.
March 4, 2019
Learn What the Rich Know: Keeping, Managing, and Growing Your Wealth
Many people teach you how to get rich, but not many people teach you how to stay rich. Keeping your wealth is not the same process as building your wealth.
February 14, 2019
The Most Commonly Asked Questions and Answers About Estate Planning
Quickly skim through 16 frequently and not so frequently asked common questions about estate planning you should be familiar with.
February 4, 2019
Common Misconceptions About Estate Planning Solutions and Probate
We have collected a list of Myths and Misconceptions that relate to Estate Planning with a Law Firm. Use these insights to help know what questions to ask.
January 4, 2019