Expand Your Retirement Income

Expand Your Retirement Income

Imagine never running out of money in retirement. What would that feel like? When someone thinks of saving or investing money, they usually think of the stock market; and for most people they are investing in a 401(k), IRA, stocks, or mutual funds. The traditional...
Asset Care: Hold on to your assets…

Asset Care: Hold on to your assets…

How Long-Term Care protects your legacy.  Long-Term Care Part 3 of 3…   As we wrap-up our series on Long-Term Care this November, I would like to thank those of you who have come forward with questions and real-life situations in which you wish Long-Term...
It Can Also Include a Sum of Money

It Can Also Include a Sum of Money

Family Legacy…. A set of values or traditions that you want to leave for future generations. It can also include a sum of money to assist in funding or perpetuating those values and traditions. Questions to ponder: What do I have currently in place to ensure the...