Why Don’t Most American have an Estate Plan?
Just 34% of adult Americans have an estate plan and 37% of respondents said they didn’t have a plan at the ready.
November 4, 2022
Blog Articles
What Happens when You Inherit a Retirement Account?
There’s almost always a reckoning when the government proffers a tax break. So it is with individual retirement accounts (IRA)s, 401(k)s and similar accounts that investors fund with pre-tax earnings.
November 3, 2022
Is Losing My Balance a Sign of Dementia?
Changes in balance and gait could be indicative of either late-stage Alzheimer’s or early-stage vascular dementia.
November 2, 2022
Estate Planning
What Is a Living Will?
An element of advance care planning, a living will is a legal document that provides specific instructions on how to carry out your wishes to receive or decline such treatments when you otherwise can’t communicate those wishes yourself.
November 1, 2022
Top 10 Success Tips for Estate Planning
Estate planning is one of the most important steps you can take for yourself and your loved ones.
October 31, 2022
Estate Planning Considerations for Minor Children
When preparing estate planning documents, certain beneficiaries may need more protection than others. One particular class of beneficiaries that needs to be intentionally considered is minor children.
October 28, 2022
How to Maintain Independence As We Age
Gathering with the family for a Fourth of July celebration is a heartwarming time for the family’s oldest members. It’s a day to celebrate our great nation’s independence, but also a time to take a long look at the generations of the family gathered around the table, making you proud and hopeful for the future.
July 4, 2022
It’s Your Independence Day !!!
Congratulations! After decades of work, you’re ready to retire and celebrate your own personal Independence Day. Maybe you’re planning to spend more time with the family, visit America’s National Parks, or ramp up your volunteer work … you might even be thinking about starting a business. Whatever your plans for retirement, you get to choose!
July 2, 2022
Preparing Young Adults for Independence
America’s independence was not easily won. There was no guarantee the fledgling colonies would win, but they fought long and hard and, as a result, every July 4th we celebrate our nation’s independence. If there is a young adult in your life, you know they’re often fighting in their own way to declare their independence.
June 29, 2022
How Do IRAs and 401(k)s Fit into Estate Planning?
Investing for retirement is one of the most important steps you can take toward building a secure financial future for you and your family. The sooner you can start, the better. Contributing to a retirement account can help you work toward your goals and may provide tax advantages to boost your progress.
June 27, 2022
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