What do you think of when you hear the words “financial planning?” If you’re like some people, you may not think anything at all. Instead, you might groan or let your eyes glaze over. Or maybe you immediately feel skeptical and suspicious because you don’t trust what the suits want to do with your money.
As parents of children with special needs, we worry about what life will be like for them when we're gone. Who will take care of them? How will they pay for what they need? Creating a plan to finance their long-term happiness and security is paramount. Like building a house, we start with a foundation. The availability of these government …
Why do I need an Estate Plan?
What is an estate? An estate is basically everything someone owns. This includes business holdings, personal possessions, financial assets, real estate, insurance policies, and more. The reason we need an estate plan is
The traditional and Roth IRA are alike in many ways, but when it comes time to decide which is best for your retirement portfolio, it is important to evaluate the differences in their benefits.
First, let’s take a look at what they have in common.
Where They Are Similar
As of 2017, the limits that
There has been much discussion in the news recently about new nominal highs in stock indexes like the Dow Jones Industrial Average and the S&P 500.
When markets hit new highs, is that an indication that it’s time for investors to cash out? History tells us that a market index being at an all-time high
Anyone searching for investment advice is undoubtedly confronted with many choices of service providers operating under titles such as certified financial planner, financial consultant, registered investment advisor, stockbroker and insurance agent.
In 1958, economist Leonard Read published an essay titled “I, Pencil: My Family Tree as Told to Leonard E. Read.”
The essay, narrated from the point of view of a pencil, describes the “complex combination of miracles” necessary to create and bring to market the commonplace writing tool that has been used for generations. The