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.
New ideas and ways of investing come up regularly. One of the new ideas is alternative investments. Here are a few aspects to help you when considering alternative investments.
Thanksgiving is one of my favorite holidays of the year. Now that I think about it, it may be top of the list because of the sense of showing gratitude. In the spirit of Thanksgiving, here are some things I am grateful for.
Turning the page into your 60s can be a fun and contemplative time as you’re getting closer to retirement, thinking about retiring, or already retired. Use the four I’s to help you craft a winning financial strategy.
When it comes to estate planning, there are several key documents that most people use to set up the transition for when they pass or become incapacitated. One of the primary documents many people use is called a trust. Learn more about what a trust is and whether you need one in this article.
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.
Many people have heard the term “bonds,” but I find a lot of confusion in the average investor.
I’ve compiled a few fundamental points to help you understand bonds and how to use them in your investment strategy.
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.
Fall is my favorite time of year. Here are five things on my fall fun list for the Central Florida area.
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.
