Financial Resources for End-of-life Planning
When a loved one dies, settling finances can be a difficult process. Here’s what you need to do to ensure your retirement savings, investments, and other bank accounts are distributed how you wish.
We are creatures of habit. Our habits, whether good or bad, are undeniably part of our lives, as a recent study shows that almost half of the things we do on a daily basis are driven by our habits. Like it or not, those habits will either help us attain the successes we desire or hinder our progress toward these goals.
Let’s face it, life and our stuff, is significantly more complicated than it was 20 or 30 years ago. Technology has made it so. Technology, while simplifying our lives immensely, has made for a very complicated departure.
Nearly all of us will die with some type of debt. Here's what that could mean for your family.
Many of us have a vision of our retirement, where every day looks like the weekends we enjoy now, full of golf, fishing, relaxing or whatever we enjoy. We look forward to the day where we no longer need to get up and go to work. The reality is sometimes transitioning to retirement isn’t so easy. It may be wise to have a plan and perhaps “practice” your retirement years, as they may not turn out exactly as we had envisioned.