Retirement should be the reward for a lifetime of hard work—a time to enjoy life without the stress of a paycheck. But for many retirees, financial missteps turn what should be their golden years into a period of stress and uncertainty. Consider this: A study from the Center for Retirement Research found that nearly half […]
The 7 Biggest Financial Mistakes Retirees Make (and How to Avoid Them) Read More »
A family legacy meeting is not something you learn about in school. It’s not something you discuss at the office party or at your kid’s sporting event. But it is something that can benefit anyone, particularly if you have assets that you wish to create a legacy with. Let’s use the good ol’ 5 W’s
How to Hold a Family Legacy Meeting Read More »
I have had the opportunity to see and help hundreds of families deal with the transfer of assets after the passing of a loved one. All the smooth transitions had a single commonality; the plan was communicated clearly, and often multiple times over many years. I’ve witnessed firsthand the importance of proactive financial planning and
Why Annual Family Legacy Meetings Are Essential to Your Family and Finances Read More »