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.
“Liquid assets are a major component of a healthy financial plan. Are you making sure your clients have the cash they need to hedge against disasters?” Del Fujinaka Income shocks. . .
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“In a perfect world, you would enter retirement with your home paid off, $2million in savings, and not a penny in debt. Unfortunately, our world is far from perfect.”-Donna McElroy. . .
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In my years as a retirement and income specialist, I have run across more than one person who claims they hate annuities. More often than not, this position is based. . .
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William Bengen is considered the father of the systematic withdrawal theory. Bengen, in his extensive research, tested hundreds of portfolios to create a standard portfolio withdrawal rate that would survive. . .
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“Since the pandemic was first declared, over 2 million older workers have exited the workforce for good. But, unfortunately, this is not always by choice.”- John Ripley Forced early retirement. . .
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“You spent a long time locating the perfect financial advisor. But, are you prepared for the day when that advisor can no longer assist you with your retirement portfolio?”- John. . .
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You’ve likely heard of the 4% rule. William Bengen came up with it as he tried to answer the two most common questions his clients asked him. Those questions were:. . .
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“Conventional financial wisdom says people should only purchase annuities shortly after they retire, around ages 65-75. But, conventional wisdom may not be right for everyone.”- Ed Hochard In general, people. . .
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Everyone wants a stress-free retirement, but so many retirees are constantly worried about their financial wellbeing. How do you overcome the stress of establishing a safe retirement plan? Many are. . .
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