Here’s Why You May Need to Update Your Estate Plan Estate planning—the process for how you transfer your wealth to heirs and others—can be very important for anyone who wants to be certain that their loved ones are adequately provided for and taken care of. When done well, estate planning aims both to allow you
If you are between 40 & 60, beware of these financial blunders & assumptions. Mistakes happen, even for people who have some life experience under their belt. That said, your retirement strategy is one area of life where you want to avoid having some fundamental misconceptions. These errors and suppositions are worth examining, as you
It may seem like an almost impossible task… It may seem impossible to raise financially responsible children, but there are a few simple techniques to help guide your children to become responsible money makers, savers and spenders. Think back to when you were a child, did your parents ever talk to you about how to
A financial checklist for the most difficult of times. The passing of a loved one irrevocably alters family life. After a death, there is so much to attend to; it is better to do it sooner rather than later. Here, then, is a list of what commonly needs to be looked after.
Seniors will see their retirement benefits increase by an average of 2.8% in 2019. Social Security will soon give seniors their largest “raise” since 2012. In view of inflation, the Social Security Administration has authorized a 2.8% increase for retirement benefits in 2019.1
Look beyond this moment and stay focused on your long-term objectives. Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it. Rocky moments, fortunately, are not the norm.
It seems high time to dispel some of these misconceptions. Generalizations about money and retirement linger. Some have been around for decades, and some new clichés have recently joined their ranks. Let’s examine a few.
Baby boomers entering their “second acts” should think about these matters. Retirement is undeniably a major life and financial transition. Even so, baby boomers can run the risk of growing nonchalant about some of the financial challenges that retirement poses, for not all are immediately obvious. In looking forward to their “second acts,” boomers may
The nature of our economy could help it withstand the disruption. A trade war does seem to be getting underway. Investors around the world see headwinds arising from newly enacted and planned tariffs, headwinds that could potentially exert a drag on global growth (and stock markets). How badly could these trade disputes hurt the American
A vital investment account question to be answered sooner rather than later. Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted contact.1 You do not have to supply this information, but it is certainly welcomed. The request is being
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