Recent Thinking

Whether you inherit an IRA from a spouse or non-spouse there are important steps that need to be executed as a heir.

Being an estate executor is an important role to take on and it's important to understand your roles and responsibilities. It's not a task to take lightly but here are the top 5 duties to be aware of and what you absolutely need to know.

You may think of it as one single event, but retirement is a multi-stage process. Learning how to understand and plan for each can help you be more prepared.

Do you have a solid understanding of how much money it will take to sustain your current lifestyle for years, or possibly even decades to come? In order to enjoy your retirement to the fullest, carefully analyze your cost of living, other necessary expenses, and your ongoing savings plan.

Creating a retirement plan is by no means an easy task. There are many factors to consider when determining whether or not you are financially prepared to leave the working world, while still enjoying your current lifestyle. Consider each factor carefully before taking this next step in life.

It might be difficult to think about what could happen to your financial assets after you pass away. However, it is essential to plan for even the unexpected by creating a will. This will help ensure that your beneficiaries are taken care of in accordance with your wishes.