You may feel like you are financially prepared for the future, but are you really? Here is a financial planning questionnaire you can use to determine how prepared you are. Keep in mind, these are just a few of several steps you should be prepared to take toward...
Trusts can be an integral part of your financial planning process. When you place your assets in a trust, you can protect your assets and distribute them to who and what you want, when you want. In addition, you can appoint a trustee of your choosing to hold and...
The Social Security Administration provides benefits to retired employees. These benefits can become a substantial part of your retirement plan, especially since they are adjusted according to each year’s cost-of-living expenses. By January 2023, Social Security and...
About half of all U.S. workers take money out of their retirement fund when changing jobs. However, many people do not realize that the money you withdraw from your IRA retirement fund before you reach the age of 59½ is taxed. It can even be subject to an early...
When contemplating the level of RISK in your financial life, we all immediately think about the risk in our investment portfolio. Make no mistake, calculating the volatility of one’s portfolio is important and all about setting and managing the risk-return ratio to...
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