4 Estate Planning Mistakes to Avoid

Posted Posted in Uncategorized

Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major mistakes can occur. The following blunders can lead to major problems. Failing to revise an estate plan after a spouse or child […]

Retirement Planning for Single Parents

Posted Posted in Uncategorized

How should a single parent plan for retirement? Diligently. Regularly. Rigorously. The good news is that you have the autonomy to decide how you want to approach saving for retirement and how aggressive you want to be. Here are some steps that may help, whether you are just beginning to do this or well on your […]

Are You Saving Without a Plan?

Posted Posted in Uncategorized

Are you saving for retirement? Great. Are you planning for retirement? That is even better. Planning for your retirement and other long-range financial goals is an essential step – one that could make achieving those goals easier. Saving without investing isn’t enough. Since interest rates are so low today, money in a typical savings account […]