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Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

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New Study Shows All Americans Are Thinking About Retirement Differently

Retirement is on plenty of people’s minds whether they are approaching it in the next decade or looking at it early on in their career. The recent pandemic has prompted plenty of people to rethink their career and retirement plans.

Many people are nervous in thinking about the prospect of retirement, but it is extremely important to follow through on a retirement planning strategy that helps to protect you and your loved ones. A recent Investopedia study of over 4000 people sought to explore Americans’ perception of financial literacy. The study found that two thirds of Gen X and Millennial adults are already planning for retirement, with 42% of Gen Z members doing the same.

Across generations, however, many Americans felt uncertain about their strategy of retirement planning, and many also believe that cryptocurrencies will feature prominently in their retirement planning future.

While many older adults don’t expect to retire early, those polled between the ages of 18 and 25 answered to the tune of nearly 60% that they intend to retire early. Those younger adults hope to stop working at age 57 for Gen Z and age 61 for millennials.

It’s important to think about how you can create and adapt your retirement planning strategy based on your individual goals. You should also align your retirement strategy with your estate plan. So set aside a time to meet with an experienced estate planning attorney to discuss your next steps.

Retirement and estate strategies should work together to help you accomplish your goals. Since you’ll want to support yourself and potentially help loved ones through retirement planning, contact a dedicated lawyer who can help you align your estate plan.

Schedule your free Exploratory phone call

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can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim

Estate planning for business owners, particularly those known for impulsive decision-making, requires a nuanced approach. ...

The post Entrepreneur Estate Plans For Those Who Choose To 1) Ready, 2) Fire, THEN 3) Aim first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How Rising Interest Rates Can Affect Your FinancialPlans

Whether you are managing debt, investing assets, or developing an estate plan, changes in interest ...

The post How Rising Interest Rates Can Affect Your FinancialPlans first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating a Financially Organized Life

Here’s how to get a jump-start on creating a system to organize your bills, statements, ...

The post Creating a Financially Organized Life first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more