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.
Are You Financially Prepared To Live A Longer Life
By the year 2040, it is projected that 14.6 million Americans will 85 years old or older. This is triple in population from 6.5 million in 2014, according to the Administration of Aging. Are you prepared financially to live longer? If you’re age 20 or older, retirement planning should b...read more »
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 »