Monthly Archives: April 2018
You’re Close to Retirement. What Financial Planning Options Do You Have?
Retirement today is one of the most complicated subjects and also one of the most important, with a growing baby boomer population. To help determine what type of financial advice is most applicable for you, it depends on where you are on the retirement spectrum. If getting closer to retirement, it is important to… Read More »
What Happens to Adult Children When Their Parents Pass Away with No Investments?
More adult children are reporting dealing with financial mess when their parents pass away. Baby boomers are anticipated to transfer trillions of dollars’ worth of assets to their beneficiaries in coming years. Many people will inherit not much more than a pile of debts. According to a study by the National Bureau of Economic… Read More »
What You Need to Know About How Gray Divorce Can Impact Your Retirement Plans
At any point in your life, getting a divorce can have significant repercussions for the remainder of your life especially your finances. More couples are calling it quits as they get closer to moving into retirement, known as gray divorce. They may have gone through the process of raising children and then decide that… Read More »
What You Need to Know About Estate Planning When You Have a Child with Autism
Special needs planning is extremely important for any family that is trying to figure out how to effectively set up the future for a child with a disability. Parents of children who have disabilities have even greater planning needs than other parents, and autism must be included in this discussion as it is increasingly… Read More »