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- Yours, Mine, and Ours - A Couple's Guide to Retirement Planning
Learn how and why couples should work together when planning and saving for their shared future. - 529s and Estate Planning: What's the Connection?
Assets in 529 plans have grown significantly in recent years primarily because parents and other family members have begun to recognize their college planning potential. But there's another side to 529 plans that may appeal to you -- potential estate planning benefits. - When Your Financial Plan Goes From Mine to Ours
Newly married couples face a number of important decisions that will impact your financial planning together. Here are some steps to get you started. - How to Prepare for Meeting With a Financial Advisor
Working with a financial advisor to plan how to manage your wealth requires some effort on your part. Whether it’s your first meeting or a periodic update to review how you’re doing, there are a number of steps that you can take to make each discussion more productive. - How to Bring Charitable Giving Into Your Financial Plan
If helping others is one of your financial goals, consider tools and strategies that may help you maximize your charitable gifts. - Financial Empowerment: Income-ing!
In our last Financial Empowerment article, we talked about the basics of financial planning. We reviewed the process and the major information needed to start building a plan. Of those pieces of information, we discussed income, expenses, assets, and liabilities. Today, we are going to focus a little more on one of those topics: income. - What is a Living Trust?
A living trust is one of the most prevalent estate planning tools in use today. Most people use a living trust instead of a will to avoid probate, a court-supervised process for transferring assets to the beneficiaries listed in your will, which can be expensive and exposes your estate to public record. A living will does not avoid the estate tax but makes the settlement process much easier. - Ensuring Your Family's Security
To protect your family's financial well being, take a tip from the Boy Scouts and "be prepared." Look over this checklist to see if all your bases are covered in the event of a debilitating injury or death. - Questions to Ask When Drafting an Estate Plan
Discover why a sound financial plan should include trust and estate planning. - Are you on target to meet your financial goals?
Are you on target to meet your retirement goals? Half of all American workers don’t know how much money they will need to retire comfortably. A strong financial plan can help you juggle challenges and keep you on track towards meeting your long-term goals. Here are some tips for getting your retirement plan on target.
