Do I need a Living Trust?
A living trust is a legal document that allows you to transfer ownership of your assets to a trust while you are still alive. It...
The Importance of a Good Withdrawal Plan
So, you’ve developed a financial plan for your future. You know how you’re going to accumulate the savings and investments needed to provide a comfortable...
June Is Alzheimer’s & Brain Awareness Month
It’s difficult to find someone who has not been emotionally and/or financially impacted by Alzheimer’s. Alzheimer’s is one of our nation’s costliest diseases. According to...
Protecting Our Children
We make sure our children use seat belts in the car, wear helmets when they bike, and never run with scissors. But there is one...
National 529 College Savings Plan Day
May 29 is National 529 College Savings Plan Day, a great time to focus on this important tool in planning for future education. 529 College...
Retirement Plans for Small Business Owners and the Self-Employed
Nearly half of all Americans own or work for a small business. This is Small Business Week, an annual recognition of the critical role entrepreneurs...
Can You Afford to Miss Months of Work?
It won’t happen to me. It’s easy to think that way when considering the possibility of being out of work due to a debilitating illness...
Without Umbrella Coverage, Your Assets Could Be at Risk
You’ve worked hard to build up your nest egg. But what would happen if you were involved in an accident, which left you liable for...
Roth IRAs Attracting Attention This Year
Undoubtedly, you’ve heard speculation about future tax increases due to increased government spending during the pandemic. Such predictions have more people considering Roth IRAs since...
