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Reasons You Should Rethink Your Retirement Accounts

Kiplinger.com suggests you should rethink your financial retirement portfolio. You may have built up a significant nest egg in a 401(k) plan, but it does come with serious baggage during your golden years. It is impossible to argue against the…

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Who Should Manage Your Financial Well Being?

Who should you trust to manage your finances when you are no longer able to do so? A power of attorney (POA), otherwise known as an agent to your principal, has the legal authority to represent and make decisions on…

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finances

Speaking with Parents About Finances

It is essential that as your parents' age, you have conversations with them about their finances. To broach the topic, you might bring up current events like the coronavirus pandemic, its effect on economic conditions, and how it relates to…

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estate planning online

Complete Your Estate Planning Online

As you have probably heard by now, keeping physical distance between us is crucial to stop this virus. Call or email us to find out how we can help you complete your estate plan without taking a single step outside…

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estate planning

The Importance of Estate Planning

When it comes to establishing wills and estate plans, older Americans outpace their younger counterparts. Still, a significant number — 19 percent of those over age 72 and 42 percent of those between 53 and 71, according to survey data…

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fiduciary

The Fiduciary Rule

On March 15, 2018, the Fifth Circuit Court of Appeals ruled that the United States Labor Department acted outside of its authority by creating the fiduciary rule and no longer has authority to enforce this Obama-era protection for retirement savers.…

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coronavirus

Planning for the Unexpected

The sudden rise of the coronavirus, COVID-19, has left many unprepared and confused. There are numerous reports of shortages of antibacterial hand sanitizer, disinfecting wipes, and even toilet paper. While we can’t predict when something like COVID-19 might strike, we…

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estate planning

Estate Planning with a Blended Family

Couples often bring children into a marriage from a prior marriage or union and then have children together. This is often referred to as a blended family. Blended families highlight the need for careful estate planning to make sure the…

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