Anyone with children knows the worry of what will happen to them when you’re gone. After all, even sturdy, successful kids can be knocked off their feet which is why many parents try to leave a cushion in the form of an inheritance. Doing so means building a financial...
There’s nothing like the summer heat to get you dreaming about that beach house and yet without setting goals, dreaming is as close as you will ever get. Unless you are among the very lucky few who inherit substantial wealth, checking off bucket list aspirations...
Financial security is important for everyone. Not everyone gets there via the same path, however. Differing personal and economic circumstances mean building wealth comes differently to different people. This is why it is important to work with a financial and estate...
As we navigate through the COVID pandemic, the importance of estate planning for all individuals is more clear than ever. For people with children, estate planning is usually pretty straightforward – leave everything to the children in equal shares. Sometimes...
For many Americans, the pressures of adjusting to the “new normal” extend far beyond personal responsibility. The term “Sandwich Generation” was coined in the 1980s to describe the growing number of people in their 40s or 50s who are raising young or teenaged...
Most IRA owners want the person they’ve named as IRA beneficiary to delay the payment of income taxes for as long as possible. For a vulnerable IRA beneficiary, there is a secondary goal of passing the IRA account in a way that protects the income tax deferral, but...
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