Plan smart. Retire well. Protect your family.
Did you know that 50% Baby Boomers and 55% Generation X admit being behind in saving for retirement? Worse than that, there are millions of others who don’t even know where they stand. So, if you’ve procrastinated you are not alone! There is hope! You can catch up! but you must take action now! Here […]
Did you know that 50% Baby Boomers and 55% Generation X admit being behind in saving for retirement? Worse than that, there are millions of others who don’t even know where they stand. So, if you’ve procrastinated you are not alone! There is hope! You can catch up! but you must take action now! Here […]
If you read the paper, it doesn’t take long to see that investment scams are on the rise. It makes you wonder whom you can trust. And when it comes to your money no one wants to take any chances and rightfully so. But how do you know that you can really trust the guy […]
With every year that passes, our cash or fixed assets lose value because of inflation, and the cost of our necessities continue to increase. Older Americans can remember the times when interest rates were low, and the word inflation was rarely used or heard. However, during the past 50 years, as our economy has become […]
First, Why Do People Want To Avoid Probate? Most people want to avoid probate for two reasons. First, because assets are frozen and not available to heirs during the year or more it takes for probate to be completed. Remember, probate is the process of validating a will and is designed to give creditors time […]
From the times of ancient history, until today, the concept of insurance has worked relatively well, despite the necessary “paperwork,” detail coordinating, departmental processing and occasional investigating. The “Code of Hammurabi,” from Babylonian laws, dating back to 1700 BC, contained a credit insurance provision. Participants could exclude themselves from repayment of loans if they experienced […]
One of the most common questions we get from people who are starting or approaching retirement is when should I begin taking Social Security? It isn’t a surprise, as there are so many factors that affect this decision. Most people think the answer is as simple as whatever way I can get the most money […]
According to the National Association of Unclaimed Property over $32Billion Dollars is currently being safeguarded by state treasurers and is just sitting there waiting to be claimed. The problems are that most people just don’t know the money is there or how to go about claiming it. Could you have some unclaimed money or property? […]
When talking to many of my new clients, one of their biggest hesitations to work with meis that they already have a “Financial Advisor.” However, after really talking to them andgoing over their situation with them, they realize they don’t have a financial advisor theyhave a ‘Investment Junkie’. The only thing their advisor is helping […]
Like too many things in life, after we finally realize that we need to prepare a will to protect our estate, and then have the will prepared, we think of it as a finished task, put it on the back burner, and tend to forget about it. However, the entire subject of estate planning, of […]
