It’s a touchy topic for families: when is it right or wrong to give an unequal inheritance to your heirs in your will? Some would argue that fairness always demands an equal division of assets among your beneficiaries, but is that realistic? Are there scenarios in...
News Bulletin: As this week’s Blog was being prepared for posting, the federal government was shut down due to a funding impasse. This is the first such shutdown since a 35-day closure which lasted from December 22, 2018, to January 25, 2019. One of the chief...
This week our focus on the Blog involves financial planning and the essential role your financial advisor plays in preparing you for retirement. But for this article we’re attempting to answer the question, what good things can happen when a retiree’s financial...
When we think about retirement planning, we tend to accentuate the positive. These days, growing older is often portrayed as the “golden years” with one new adventure after another! If we follow that thought process, retirement is like an endless resort vacation. ...
It’s generally agreed that one of the keys to your financial well-being, especially over the long haul, is to select the right financial advisor. It’s a topic we’ve addressed before here on the Blog, including this article from just a few months back. Having the right...
Advice about saving money has been woven into our consciousness since we were kids. For generations, American youngsters have heard the same well-worn advice: “Save for a rainy day!” “A penny saved is a penny earned!” “A fool and his money are soon parted!” The...
