You worked hard your entire life and built up a sizable nest egg to fund your retirement. As you approach the finish line, you need to protect yourself and your legacy to ensure that your assets can be passed on to your loved ones without too many headaches.Part of the estate planner’s job is to … Read More
Family & Finance Resources
7 Simple Steps To Create Your Retirement Budget
Most of you probably have some notion of your retirement goals. You may visualize traveling, spending more time with your grandchildren, or even turning a hobby into a retirement business. No matter what kind of activities you hope to enjoy, goals without plans to achieve them are just wishes. … Read More
Tips For Filling Out FAFSA and Applying For Financial Aid
As the cost of higher education increases, so does the need for financial aid. Despite this need, many families tend to miss out on financial opportunities because they are unaware of certain processes or deadline information. Last year, high school graduates missed out on as much as $2.6 billion in … Read More
FAFSA 2019-20 Application – What You Need To Know
Nothing is more appealing to soon-to-be/current college students and their parents than free money. However, it’s mind-boggling how so many families fail to fill out the Free Application for Student Aid (FAFSA) form each year.The cost of college can be stifling to most families, so you certainly … Read More
How to Cut Expenses to Attain Your Retirement Lifestyle
How do you know if you're saving enough for retirement? To begin to answer that question, run a basic retirement calculator at least once a year. Even better, consider obtaining more customized answers from a financial advisor. A financial professional will consider your unique goals and help you … Read More