Blog Articles
Think Your Salary Can Bring You Safely To Retirement? Think Again.
Think your salary can bring you safely to retirement? Think again. Gone are the days when simply saving money was enough to get you to retirement. In the sea of financial planning wisdom, there are too few messages about the importance of mindset. Do you need a second income to afford retirement?
How Will Divorce Impact A Will Or Trust? Review Your Estate Plan To Be Safe.
How will divorce impact a will or trust? Trusts vary in their structure, funding, and terms, so it’s hard to know how divorce will impact your trust without review. It’s safe to say, without question, your entire estate plan should be reviewed during your divorce to prevent unforeseen negative outcomes.
Tax Lessons From Celebrity Estate Plans: We Can All Learn These Lessons
A celebrity's image and likeness can continue to produce considerable income after death. Michael Jackson’s estate lost $64.5 million from its valuation of $161 million, years after his death. Even if we aren't all celebrities, we can all learn tax lessons from celebrity estate plans.
7 Expenses To Consider When Your Senior Parents Move In
Multi-generational households are becoming the new (or maybe it’s really old) in vogue way to handle the care of aging parents. And we’re all for it so long as you consider the implications and set your family up for success. Here are 7 expenses to consider when your senior parents move in.
Insurance Policies To Review When You Have A Baby: Insurance Says "I Love You"
Reassessing your insurance coverage might not be at the top of your list, but policies should always be audited when your family changes. Remember this: insurance says I love you to the people you love. These are the insurance policies to review when you have a baby.