Estate planning is when you make a plan for what will happen to your money and property after you die. For example, you can decide who will get your house, or how your money will be used to help your family.
Learn more about estate planning from our financial advisors below.
Joint ownership can be helpful as well as hurtful Joint Ownership: Does it make sense for you? Joint ownership of assets is a way for two or more people to. . .
Learn How to Better Run Your Business with These Tips What is one of the top least favorite activities for small business owners? If you guessed litigation, then you would. . .
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Use the Grant Process to Help Your Small Business For many enterprising individuals thinking of starting a small business, but lacking the financial support, small business grants look, at first. . .
To Roth or not to Roth, that is the question Most people are very well aware of the benefits of building a retirement nest egg using a Roth IRA. One. . .
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What was meant as the savior of the uninsured and those who cannot afford health insurance, ACA, is in trouble. The trouble is not finding folks who need and want. . .
Life after the memorial: 9 things every widow MUST do in order to protect her financial well-being Losing a spouse is difficult at any age, but it is particularly devastating. . .
What’s in a name? A lot if that name is a beneficiary of your annuity. Your annuity fund has the possibility of becoming a significant financial asset, one that can. . .
As a child, I remember well my mother taking me to the bank in our small town. The bank was more than a place for money; it was a center. . .
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