Keeping an eye on the economy is an important aspect of planning your finances for now and the future. With so many different aspects to retirement, small changes in the economy can have large impact on you specifically, whether it be in your future plans...
For those who are interested in investing their savings in the stick market but are worried about losing their hard earned cash, there are options for you. One of the safest of these options is an Equity Indexed Annuity. As crazy as this sounds These...
Social security, Uncle Sam is finally ready to pay you back for all of your years of generous patriotic contributions. Why waste a second waiting to receive that hard earned check every month, well actually there are a few reasons. For instance just by waiting...
For those who have been involved in the process of a living trust whether it be through work or through relationship, understand how important the choice for the successor trustee is. Deciding who you want to be responsible for all of your possessions when you...
When it comes to your lifetimes worth of savings, homes, retirements, and the future of your loved ones, it isn’t that hard to see why many people would be uneasy when it comes to the hands in charge of your assets during the process of...
When it comes to creating a living trust there are many steps to the process and many things that one must consider when drawing up the document. However none of these steps are more important than the funding of the trust. The funding of the...
Have you ever wondered what would happen if you needed to make an important decision whether it be financially, medically, or legally, and you just weren’t able to do it? How would you ensure your interests when...
The time has come, and procrastination is no longer an option. You’ve been putting this off for days, weeks, months or even years. It’s finally time to start your retirement planning. But there is just one problem; chances are that you haven’t retired before, and...
This is a question on the minds of many approaching the age of retirement. Where your belongings go and how they are handled is something to be concerned about. And being able to ensure that your estate is handled the way YOU want it is priceless. For most people having a simple will is, simply not enough. This is where a Living Trust becomes very useful.
Typically the agent’s authority for the AHCD becomes effective when the covered person’s primary care physician determines that they are unable to make their own health care decisions. With the document, this is typically done by have the doctor sign, on his/her letterhead that this...
Fill in your details below to download our free guide that details how you can Live Better and Plan Smarter.