Wills: The Cornerstone of Your Estate Plan

If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital.

Wills: The Cornerstone of Your Estate Plan

If you care about what happens to your money, home, and other property after you die, you need to do some estate planning. There are many tools you can use to achieve your estate planning goals, but a will is probably the most vital.

Buying a house, especially for the first time, can be seriously stressful. A mortgage? Real estate agents? What if it’s a fixer-upper? There are some things that HGTV just can’t prepare you for, but don’t worry! We’re here to provide you some tips that will hopefully make your house buying process a little easier, and make you feel more confident. 

Buying a house, especially for the first time, can be seriously stressful. A mortgage? Real estate agents? What if it’s a fixer-upper? There are some things that HGTV just can’t prepare you for, but don’t worry! We’re here to provide you some tips that will hopefully make your house buying process a little easier, and make you feel more confident. 

Buying a house, especially for the first time, can be seriously stressful. A mortgage? Real estate agents? What if it’s a fixer-upper? There are some things that HGTV just can’t prepare you for, but don’t worry! We’re here to provide you some tips that will hopefully make your house buying process a little easier, and make you feel more confident. 

How to Avoid Retirement Woes

Planning Needs of Single Parents

Recently we’ve been approached by a few prospective clients who are just about to retire and would like a financial plan. Most have worked hard for years and now want to stop working. They are unsure how many more years they will want or be able to work. They have some money saved but have never really figured out whether they have enough to retire.

Submitted by Kate Hennessy on April 18, 2019

As I get older, I’ve become more curious about Social Security.  I’m in my mid 40s and I have been paying into the system since high school. Hopefully, I’m 20+ years out from claiming benefits but  given how fast life goes by, it’s never too early to start thinking about and planning for Social Security. It’s a topic that many people shy away from, but in planning for your financial future, it’s an income stream that needs to be accounted for in a financial plan.

To kick off our series of articles on this topic, I am starting with 5 myths about Social Security:

If you have anxiety about outliving your retirement savings, you have company. Roughly 37 percent of current retirees say outliving their money is a big worry.