Retirement Specialist With Over 40 Years Of Retirement Planning Experience

Category: Estate Planning

Throughout your career, retirement planning will likely be one of the most important components of your overall financial plan. Whether you have just graduated and taken your first job, or are starting a family, enjoying…

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Women often face special challenges when planning for retirement. For example, if they are the primary caregivers in their families, their careers may be interrupted to care for children or elderly parents, which means they…

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When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.8 years longer than men.* That’s important because it means there’s a greater chance that you…

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Life insurance could play an important role in your wealth-preservation strategy.Although many people allow their life insurance policies to lapse as they get older,there are good reasons to maintain coverage. The most obvious reason, of…

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People and Papers When Creating An Estate Plan To develop a comprehensive plan, you will need certain key documents and the guidance of a professional team. The advisors you choose and the documents you require…

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Estate planning is the process of managing and preserving your assets while you’re alive, and conserving and controlling their distribution after your death. There are four key estate planning documents most everyone should have, regardless…

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Whether you’re a veteran or just starting out in the military, planning and preparing your estate is of vital importance. Why is estate planning so critical? Because, at your death, you leave behind the people…

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An annuity is an insurance contract that offers an income stream in return for one or more premium payments. Income payments continue for the duration of the contract, which may be for life or a…

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Being named as the executor of a friend’s or family member’s estate is generally an honor. It means that person has been chosen to handle the financial affairs of the deceased individual and is trusted…

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