5 Risk Management Strategies for Protecting (and Growing) your Wealth
This article dives into five ways you can be on the offensive side of managing risk and protecting and growing your wealth in the years to come.
Protecting What is Yours
Whether due to disability, dementia, or simply enjoying an exotic vacation, there are many ways you can end up unavailable to make critical financial or health care choices for yourself or your loved ones. If you’ve not documented your desires in advance, it can add extra stress for everyone, plus the outcomes may not be what anyone had in mind!
Essential Tips for planning a Multigenerational Vacation
As we slowly prepare to return back to normalcy, it is the perfect time to begin planning a trip with your loved ones. A multigenerational vacation can be a time to build new memories with your family. Below are a few things to consider when planning your next trip to make sure it is one for the books!
Budgeting for Retirement
In this video, we walk through a few tips for each different phase of retirement.
Do Individuals in retirement need an estate plan?
If you are retired, spending down your assets, and don’t have young children that need guardianship, do you really need an estate plan? The answer is still YES because if you don’t have one the government will get to decide!
Home Improvements and Modifications for Aging in Place
Though many of us won’t be able to live independently forever, home modifications will allow your loved ones to continue to live in their home longer by creating a more manageable environment. Whether they’re living in a single-story condo in Dallas, TX or a three-story home in Portland, OR, there are modifications that can be made to every home to help make daily tasks a little easier.
Your Kids are Grown – Here are 5 Ways You can Help Them - Preserve and Grow Their Wealth!
Your children are grown, they have a stable source of income, and are navigating through life milestones. It might be time for you to check-in and help set them up for success.
Video FAQ: Selling the House After a Spouse Passes Away
In this video FAQ, we answer the question, “how long do I have to sell my house after my spouse passes away in order to avoid capital gains?
The Beginning of Unemployment
Since March 23rd, the S&P500 is up 27% when unemployment grew by 17 million in March. An example of how the stock market & the economy are different.