Learn how to establish a financial plan to meet your goals.
What are your goals? To buy a house or a car. To go to college? Or, to live comfortably in retirement? To achieve your financial goals, you need to start with a plan. How much money do you need? How will you save for it? The articles below will help you design a financial plan that meets your personal needs and spending habits.
Here’s the thing about Trusts
There’s a long-held perception that Trusts are strictly for the wealthy and sophisticated. And, the names of some Trusts (Domestic Self-Settled Spendthrift Trusts, Qualified Terminable Interest Property Trusts, Intentionally Defective Irrevocable Trusts, etc.) can make most of us want to cr...read more »