Ways to Protect Your Estate and Prepare for Your Future

Happy Family Estate Plan

Proper estate planning is critical when working toward a more sound and stable financial life. From your wills to beneficiaries and beyond, estates require thoughtful strategies. Yet many Americans still haven’t protected themselves in the ways they should. In fact, only 40% of adults have a will or living trust.1 If you don’t have updated documentation in place to direct your wishes, the courts may decide what to do with your estate when you pass… Read More »

5 Inherited IRA Mistakes That Will Destroy Your Inheritance


Let’s be honest. Stress doesn’t help us make smart financial decisions. I think it’s fair to say when we are inheriting money it’s often a busy, hectic and stressful time in our lives. Here are a few mistakes you want to avoid if you inherit an IRA or other retirement accounts from a loved one. Don’t let these five mistakes destroy your loved one’s legacy. Some retirement account mistakes can be fixed. On the other… Read More »

Invest Lifestyle Expenses on Memorable Experiences

Enjoying Life With Memorable Experiences

Financial envy is even more of a thing now than it was back in 1913 when cartoonist Arthur R. “Pop” Mom and debuted the comic strip “Keeping Up with the Joneses,” which centered on the misadventures of Aloysius P. McGinnis and his family, who were always trying to keep up with their never-seen neighbors, the Joneses. Today, we not only have television shows displaying lifestyles of the rich and famous, we’re punched with images and… Read More »

Financial Considerations for a Widow to Consider

Losing a spouse is never easy and a difficult topic for many to even imagine. But when you become a widow or widower, moving beyond the grief to address important financial items in your life is essential. Whether you recently lost your loved one or you need to prepare for the road ahead, here are some considerations that will help you keep your financial house in order. 1. Identify changes in your financial lifeYour financial… Read More »