This month, we will continue our discussion of estate planning techniques. Last time, we reviewed the differences between Per Capita and Per Stirpes designations. Those designations are important, but they are not the only estate planning tool you need to be aware of....
This month, we will continue our discussion of estate planning techniques. We will be focusing on four additional tools that can be used to enhance an individual’s estate planning. These tools are Power of Attorneys, Patient Advocates, Pour Over Wills, and Stretch IRA...
How the Markets are Performing After the Presidential Election After two months in a row of losses for the S&P 500 and DOW in September and October, election day in November immediately created a nice relief rally that we participated in at TD Ameritrade (Source: ...
Coronavirus Anxiety Round Two For the second month in a row, the re-surging Coronavirus, anxiety about the presidential election, combined with a lack of new stimulus measures pushed the stock market lower towards the end of the month. In October, The S&P 500 was...
Estate Planning – Don’t Overlook it! If you have been following our recent blog postings, you may have noticed we have been focusing heavily on the investment management side of our business. However, comprehensive financial planning involves a wide...
When Should Retirement Saving Begin? One of the most frequent questions our financial planners get is “When do I need to start saving for retirement?” followed closely by “How much should I be saving?” The simple answers are “Today” and “As much as you can afford...
