If you were to become incapacitated or pass away, an estate plan helps to ensure that whatever your wishes are during that time are followed through with. Here are 5 things you should do to create a solid estate plan.
The nonqualified deferred compensation plan is a form of retirement plan that allows one to save for the future. It’s a good idea to have a basic understanding of these plans to utilize them correctly. Here are four things everyone should know about nonqualified deferred compensation plans.
If you’re in your late 50s and looking to start making the transition to retirement, following the suggestions in this case study is a great start.
One of the primary documents in estate planning is a will. To help lay the groundwork for your estate planning, here are four things to know about this crucial document.
Flexible spending accounts can be a helpful financial tool. There are three things you should know to make the best use of yours.
Are you in your 40s and a leader at Disney. If so, there are a lot of financial situations and considerations to evaluate. Thinking through these key things will help you make some decisions around various challenges and considerations you may face.
Understanding the Disney 401k investment options doesn’t need to be complicated. This overview gives Disney cast members all the basics to begin to make good investment decisions.
Retiring with $2 million is a great goal to strive for. While it’s certainly a good amount of money, how far it will go depends on a few things.
Planning to retire with a pension and 401k brings some complexities. Create a solid financial retirement plan by thinking about these five key things.
Financial planner in Winter Garden, FL
