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Financial Planning24 Articles

Everyone Needs an Estate Plan, Whether You Have $1K or $1B

Tue, May 17, 2022

Everyone Needs an Estate Plan, Whether You Have $1K or $1B

There is a common misperception that estate planning is only important for very wealthy people, or that it’s only necessary later in life. That’s simply not true. Almost everyone needs to get their ducks in a row with an estate plan.

Wed, May 11, 2022

The 5 Money Habits of the Wealthy

Most people don’t get rich overnight. But how do most millionaires build wealth over time? Here are five money habits they often share.

SECURE Act 2.0: 5 Ways the Proposal Can Impact Your Retirement Savings

Tue, May 10, 2022

SECURE Act 2.0: 5 Ways the Proposal Can Impact Your Retirement Savings

How could SECURE Act 2.0 affect your long-term wealth? From raising the age for required minimum distributions to more ways to save in a Roth, here are five possible improvements you should be aware of.

Annuities: Is There a Better Way to Generate Retirement Income?

Wed, May 4, 2022

Annuities: Is There a Better Way to Generate Retirement Income?

Owning an annuity is like cutting off a growing tree and being left with only the stump. We think there’s a better solution.

Saving for Your Kids Can Be a Lifelong Lesson in Financial Literacy

Tue, May 3, 2022

Saving for Your Kids Can Be a Lifelong Lesson in Financial Literacy

Savings accounts, financial literacy, and investments could potentially impact your child’s life forever. Discover 4 types of accounts for minors – and the possible tax benefits too!

Moving States: What Does it Mean for Your Finances?

Tue, Apr 26, 2022

Moving States: What Does It Mean for Your Finances?

Working remotely and ready to high-tail it to a mountain chalet or beach? Before you move to a new state, consider the impact on your finances.

6 Sources of Retirement Income

Special Report

6 Sources of Retirement Income

Many retirement planning guides focus on finances, but we believe a satisfying retirement goes beyond how much money you have saved. It’s also about how you intend to use your savings.