When people think of "estate planning", they usually think that it only applies if you have large sums of money. That's not true! A good estate plan not only takes into account your assets, but also can outline guardianship of minors or special needs children, disposition of real estate, and much more.
Have you thought about the impact that a careful retirement income analysis can have on your future? If your plan doesn't take expenses like healthcare into account, there's a good chance that you might not have as much available money for your retirement as you think!
Access this special guide that lays out some easy-to-follow steps that could show you more choices and flexibility than you thought you had if you're facing a sudden layoff or employment change near retirement.
Have you thought about the impact taxes could have on your retirement? Tax rates are bound to go up, and if you aren’t prepared, taxes could become your biggest expense in retirement.
From inflation to healthcare costs and a lack of adequate savings, potential retirees have a lot of problems to tackle. But there are steps you can take to fix this - and you can do it today!
On December 20, 2019 President Trump signed into law a $1.4 trillion year-end spending bill into affect, which included the SECURE Act. This short paper covers some of the changes the SECURE Act brings.