Only 42% of Americans have drawn up a will and estate plan. Far fewer have shared these documents with their heirs. What about you? Are your estate planning documents in place and up-to-date? Do your heirs know where they are and what steps to take at your passing? Read this article to find out if you are prepared.
As you were gathering your records to prepare your 2017 taxes, you may have wondered exactly what you need to keep and for how long. This article provides some guidance.
Are you getting close to retirement and wondering what your spending patterns will be once in retirement? This article provides some insights.
Do you need an advisor to help you make wise decisions about your retirement savings or other investments? This article explains how an advisor can help you determine what’s important for your financial well-being.
An essential component of planning for retirement is determining where you’ll get income from to live on. This article lists six retirement income sources, besides Social Security. How many of them do you have?
Your parents may have passed along to you some great financial skills, but their skills may not get you where you need to be at your retirement. A good financial plan can help you determine the best steps for you to take for a secure financial future. Click the image below to read our latest article and learn more.