Last Will & Testament: Add a Letter Covering These 14 Wishes
Having a will is necessary, but there is a great deal of information the legal document does not include. Here’s what to cover in a supplemental letter that specifies preferences, discloses critical logistic info, and will save your family significant stress during a difficult time. Having a proper will goes a long way to prevent […]
5 Questions to Ask Yourself 5 Years Before You Retire
Planning takes on added urgency the closer you get to leaving your job. Imagine your future by looking at the major factors: housing, activities, lifestyle, life expectancy, and unexpected events. The first step in any retirement income plan is to envision your retirement and make some decisions about how you will live. This, in turn, […]
Will the Market Be Positive in 2026?
Will the Market Be Positive in 2026? At the start of every year, the same question comes up: Will the market be positive this year? It’s a fair question. Markets have experienced strong runs recently, interest rates are shifting, and economic headlines are constant. Naturally, people want to know what’s next. The honest answer? No […]