Finding purpose in retirement leads to greater satisfaction. People are “meaning-makers” by all accounts. We like to understand our experiences and take lessons from them.
Buying a home is one of the most common triggers for creating an estate plan.
Mistakes in planning for retirement can lead to unnecessary and avoidable stress. Planning for retirement starts early. If you started saving at the beginning of
Estate planning involves checking items off your to-do list. To-do lists are helpful in a variety of circumstances. They provide a visual representation of what
Personal and financial maturity are fundamental to being prepared to receive an inheritance. Your children are adults. Each of them has embarked on higher education,
Whole farm planning involves considering the next generation. If you own a family farm, your wealth is in your work. You may have inherited the
Carefully consider when you should claim Social Security benefits. You are nearing retirement. As you review your finances, you are trying to determine when you
Making a trust an IRA beneficiary can be complicated. You have a traditional IRA as part of your retirement planning. This tool serves you well
Financial planning will change after the death of a spouse. Your spouse has recently passed away. You are not sure how you made it through
A Charitable Remainder Trust can be a tax-efficient means of passing on your IRA when you die. You have been saving for retirement for most,
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