“happy retirement” look like; how much income is needed to support that lifestyle, how to balance spending and saving today to find the cash to invest and navigate and (financial) challenges that life puts in the road, and what investments give the client the bes...
Sign an assignment for personal property (e.g., jewelry, furniture) so it’s legally included in the trust. 5. Update Beneficiary Designations Life insurance and retirement accounts might use the trust as a contingent beneficiary. Avoid leaving them out!
Like most changes, exiting a business can feel overwhelming. You quickly go from having full days and an income stream to not knowing what to do with your time or where your next paycheck will come from. Both can feel jarring, and without proper planning and strategizing, it can feel like...
A method for administering an annuity-based retirement funding in which an investor's funds or current income is used to make incremental purchases of immediate annuity benefits at