Home » planning

planning

My Last Will

Planning Your Legacy: 5 Estate Planning Ideas

Thinking about your final wishes is never an easy topic to address. Whether you have young children or are nearing retirement, the thought of your death is something most people actively avoid thinking about. However, making preparations for when you’re no longer around is a smart move—especially if you have a lot of assets or property to leave behind. Estate planning isn’t just for super-rich individuals; these tips are essential for anyone who has accumulated wealth and wants to protect their loved ones after they pass. If you’re hoping to leave a legacy after you’re gone, there are several key estate planning ideas that can help keep your family protected and prevent potential issues from arising once you’ve passed away.

Planning Your Legacy: 5 Estate Planning Ideas Read More »

Reverse Mortgage

Does a Reverse Mortgage Loan Make Sense for You?

Under the right circumstances, a reverse mortgage loan from an approved and respected lender can be a great way to improve your financial situation in retirement.

Many seniors, understandably, are intensely concerned with remaining independent for as long as possible in their golden years. A reverse mortgage provides the financial stability to stay in your home and maintain your independence for years. In this article, we’ll cover the basics of reverse mortgage loans, how they work, and how to know if one is right for you.

Does a Reverse Mortgage Loan Make Sense for You? Read More »

Stay Productive

Productivity Hacks for Working from Home

Working from home can be great because you have all the freedom you want and the environment that makes you feel comfortable. However, there are more distractions at home than in an office, so you need to be careful. Many people just love taking breaks, but this can lead them to serious setbacks when it comes to meeting deadlines. Nowadays, working outside of your office isn’t as strange as it once was, so people are used to balancing their private and personal life. There are some hacks that can help you stay focused on your work, so try to implement them into your daily routine.

Productivity Hacks for Working from Home Read More »

Financial Tips for Newlyweds

Newly Weds: 5 Reasons You Need a Financial Planner in the Early Years

Getting married is a joyous occasion, but it also comes with an assortment of questions. One of the biggest is how to handle your money. While you likely previously handled all your finances yourself, now you have to take your spouse into consideration. You don’t need their approval for every penny you spend, but you will need to consult them for larger decisions. Here are some reasons why a financial planner can help out in the early years of marriage.

Newly Weds: 5 Reasons You Need a Financial Planner in the Early Years Read More »

Financial tips for 20 somethings

Money in Your Twenties: 5 Reasons You Need a Financial Planner

The first few years after you graduate from college are some of the most important of your life. You may for the first time have to figure out how to make student loan payments, pay rent and make sure that there is food in the pantry. The good news is that a financial planner can help you create a budget that works today and in the long-term.

Money in Your Twenties: 5 Reasons You Need a Financial Planner Read More »

Retiring Right: What You Need to Know About Retirement Planning

Over 38% of Americans have no intention to retire. And 31% of non-retired adults report that they have no retirement savings or pension. While, 46% of the respondents indicate that an unexpected $400 expense would be challenging to handle and that they either could not pay the expense or would borrow the money or sell something to do so.

Retiring Right: What You Need to Know About Retirement Planning Read More »

It’s Never Too Early to Begin Preparing for Retirement Financially

According to the United States Department of Labor, fewer than 50 percent of Americans know how much money they’ll need to survive retirement. Even though the average person will spend 20 years of his or her life in retirement, very few are currently planning for life after work. No matter how far away from retirement

It’s Never Too Early to Begin Preparing for Retirement Financially Read More »

Scroll to Top