Ensure Your Life Wishes Are Granted Through Effective Estate Planning

Legacy planning is often the last piece folks tackle in their financial planning because it’s the least appealing to think about. Planning for a robust nest egg that will keep you safe, secure, and fulfilled when you stop working? Fun! Deciding what to do with your assets when you’re no longer around to enjoy them? [...]

By |2023-05-02T11:06:19-05:00April 19th, 2023|Investing, Purpose, Retirement|
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How a Couple Can Plan Strategically When Retiring at Different Times

Married couples don’t always plot retirement at the same point in their path. According to a recent study by Fidelity, 43% of couples disagree about what age they plan on retiring. For other folks, circumstances like an unexpected job loss or health issue push spouses onto separate retirement schedules. When one spouse retires and the [...]

By |2022-11-04T09:16:53-05:00September 14th, 2022|Retirement|
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