Estate Planning

Articles

29Sep, 2017

3 Unique Retirement Challenges for Women

If there’s one place men and women should think a bit differently, it’s in the realm of preparing for retirement. That’s because if you’re female, your retirement needs are quite a bit different than the ne [...]

22Sep, 2017

3 Important Estate Planning Questions

What is the status of your estate plan? I’m not an estate planning attorney, but most of our clients have questions about strategically passing along assets to heirs in the event of their death. Make no mis [...]

25May, 2017

4 Ways to Help Your Grandkids Pay for College

Are you going to help your grandchildren pay for college? Besides saving for their own retirements, many of our clients ask us to devise plans to help them finance their grandchildren’s educations. This [...]

12May, 2017

7 Retirement Income Sources

Do you know where your retirement income is going to come from? With interest rates remaining low, just to keep up with inflation, you’re going to need to manage your money and your income sources well. [...]

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