The Importance of Updating Your Estate Plan After Major Life Events
As you advance through life and reach milestones like purchasing your first home, marriage, and growing your family, it’s important to create and maintain an estate plan. An estate plan helps ensure that your assets that you’ve worked hard for will go to the proper people without the risk o …
Four Common Financial Planning Mistakes
Financial literacy is a critical life skill to possess, but a good portion of Americans seem to struggle with it. Only 36% of American households currently have a written financial plan[1] and around 30% of Americans are living from paycheck to paycheck.[2] Having a loose understanding of f …
It’s Time to Have the Estate Plan Talk
Talking with loved ones about estate planning and inheritance can be challenging, especially as it centers around two taboo topics — money and death. But talking with your adult children about their inheritance can provide significant advantages for you and them. It can help your heirs bett …
