Five Tasks to Tackle before Retiring For many, retirement is an end-goal for a lifetime of preparation. Couples have saved carefully and have made plans for the day when they will have time to pursue hobbies, take classes or spend more time with family. This next phase could last for 25 to 35 years […]
This week while watching the news we were surprised to hear that Aretha Franklin had died without a will. It’s hard to believe that even the rich and famous with all of the resources and access to advice that they have can make such a mistake. However, it may not be too bad for her […]
You Go Girl: 3 Financial Moves to Make in Your 20s “I look back on my 20s. It’s supposed to be the prime of your life, the most vital, the most beautiful. But you’re making your critical decisions and sometimes your most critical mistakes.” Ann Brashares How many times have you heard, “….If I […]
When seeking out a financial advisor, it can be helpful to have a basic understanding of what you need assistance with and what exactly the advisor can and cannot do.
Many individuals can share a story or two about someone they knew who received a large sum of money, such as an inheritance, and within a year or two had spent it all. I can’t imagine how it must feel when there is a zero- account balance, and nothing to really show for it