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Some ‘did-you-knows’ about estate plans

Some ‘did-you-knows’ about estate plans

If you’ve done any estate planning, or even if you’re just familiar with it, you probably know the basics — that is, a comprehensive estate plan can help you pass on assets to your family while also achieving other goals, such as designating someone to take care of...
Some ‘did-you-knows’ about estate plans

Earth Day lessons for investors

It’s almost Earth Day (April 22), when people around the world focus on ways of protecting and preserving the environment. And the lessons from this occasion can be applied to other areas of life — such as investing. Here are some themes to consider:...
Some ‘did-you-knows’ about estate plans

Investment ideas for business owners

By definition, business owners put a lot of their financial resources into their enterprises. But as an owner, you may need to invest in more than inventories and payroll to help achieve the future you’ve envisioned. Here are a few investments you may want to...
Some ‘did-you-knows’ about estate plans

Financial tips for blended families

Becoming part of a blended family can certainly be rewarding. Of course, as is the case in all families, there will be challenges, one of which is financial. A blended family must deal with some specific financial issues, so it’s a good idea to become familiar with...
Some ‘did-you-knows’ about estate plans

What goes into a retirement ‘paycheck’?

During your working years, you generally know how much money you’re bringing in, so you can budget accordingly. But once you’re retired, it’s a different story. However, with some diligence, you can put together a “paycheck” that can help you meet your income needs....