July 29, 2024 | Estate planning
3 Estate Challenges for Blended Families
Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended ...
Learn More3 Estate Challenges for Blended Families
Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms but typically consist of couples with children from previous relationships. Here are a few case studies to help illustrate some of the challenges.
Simple wills often are structured to leave all assets to the surviving spouse. If your estate strategy relies on this type of will, you could risk overlooking children from previous marriages. Also, while it’s unsettling to consider, the surviving spouse can end up changing a will without proper measures put in place.1
When new children join a blended family, estate strategies can get even more complicated. But with a well-structured approach, you can direct how to distribute your assets.
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July 26, 2024 | Retirement Planning
Catch-Up Contributions
A recent survey found that 18% of workers are very confident about having enough money to live comfortably through their retirement years. At the same ...
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July 24, 2024 | Financial Planning
Disability and Your Finances
The Social Security Disability Insurance program paid out over $150 billion in benefits in 2023. And with new applicants each year, the system is expected ...
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July 22, 2024 | Financial Planning
US Companies Are The Innovation Leaders
We watch many economic trends and business issues evolve as a financial professional. The rapid rise of artificial intelligence (AI) during the past year has ...
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July 19, 2024 | Retirement Planning
Is Social Security Going To Run Out In Your Lifetime?
We get regular updates on the Social Security trust fund. In early May, the Social Security Board of Trustees announced that the trust funds had ...
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July 17, 2024 | Investment Planning
Thriving on the Uncertainties In Investments
We all like surprises, right? Well not exactly. We like the surprises that we want. Nobody likes surprises that we don’t want. David Booth does ...
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July 15, 2024 | Retirement Planning
9 Facts About Retirement
Retirement can have many meanings. For some, it will be a time to travel and spend time with family members. For others, it will be ...
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July 10, 2024 | Financial Planning
Rowing in the Same Direction: The Advantages of an Integrated Planning Firm for Your Financial Future
Should you work with individual attorneys, financial advisors, and accountants, or opt for a one-stop-shop for all your financial planning needs? This is a crucial question ...
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July 8, 2024 | Financial Planning
Key Planning & Investment Deadlines for Summer 2024
Special Observances and Focus Areas As we navigate through the summer of 2024, it’s important to be mindful of key planning and investment deadlines, along ...
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July 1, 2024 | Investment Planning
The World’s Largest Economies: Comparing the U.S. And China
ChartTalk: Together, the U.S. and China make up almost half of the world’s economy. But how do the two nations stack up against each other? ...
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