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Even though planning your estate isn’t an enjoyable job, it’s necessary so that you can efficiently and successfully transfer all of your assets to those you leave behind.  With careful planning, [...]

Even though planning your estate isn’t an enjoyable job, it’s necessary so that you can efficiently and successfully transfer all of your assets to those you leave behind.  With a bit of careful [...]

Do you need long-term care insurance (LTC) or custodial care insurance? This is a question that everyone needs to be asking themselves when they are younger and in relatively good health. Because [...]

If you work with a financial advisor, certain questions need addressing on an annual basis. Like working with any professional, you expect your advisor to deliver a quality product and to ensure [...]

As I approach the age of 50, I am starting to think and see things in a different light. To do this properly, you need to know where you have been, understand any mistakes you might have made and [...]

Some things to consider when buying or keeping a life insurance policy. First, not everyone needs life insurance, so you need to decide if you are indeed one of the people who do. If anyone [...]

Are you saving for your retirement? Do you own and contribute to a ROTH IRA? If you are not, I hope you will consider a ROTH and if you have one you need to be aware of some ROTH centered facts. [...]

Are you in need of a financial planner? Do you know what to look for when it comes to financial advisors? Are you aware of the differences between all the people who call themselves financial [...]

Are you prepared for retirement? Do you know how much of your income you need to replace? Most people think that they will need to replace about 80% of their pre-retirement income. While this may [...]

Do you think that a trust is only for the wealthy or super rich? If that is your take on a trust, then you may want to consider things a little further. Yes, a trust is normally associated with [...]