What If You Don’t Need a Financial Advisor?!!! How Do You Know?
Some people will never need a financial advisor in their lifetime. Many different factors can play a role in this big decision for your retire happily.
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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!
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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!
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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
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.
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?
Eliminate Taxes on Your RMD’s with Charitable IRA Distributions: Requirements?
Not everyone needs money from their IRA so if you are forced to take this additional income you may have considered donating this to charity.
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.
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.
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.
Is Apple Stock Dropping a More Significant Sign of Something to Come?
It is common to give investors insights on what happened in the previous quarter and what the company leadership is expecting in the quarter to come.
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.
Here are a Few Good Tax Tricks You’ll Probably Never Do: 3 Tax Tips
Being deliberate about your income tax expense is typically one of the greatest if not the greatest opportunity for keeping wealth.
Challenges Families Face Without an Estate Plan | Retire Happily
When there is no plan in place, the process will be more confusing, and it will take longer and cost more than if there had been an estate plan in place.