Is a Living Trust Right For You?

By |2019-10-16T18:05:05+00:00August 19th, 2016|Categories: Financial, Investment|

A living trust – or a will?  Can you get by with a will only, or do you need more? You see the ads all the time: “Should you have a living trust?”  There is no pat answer.  The fact is, the more complex your estate, the more your need for estate planning – and [...]

Taking A Loan From Your Retirement Plan = Bad Idea

By |2018-04-23T18:08:28+00:00August 12th, 2016|Categories: Financial, Financial Advisors, Investment|

Thinking about borrowing money from your 401(k), 403(b), or 457 account?  Think twice about that, because these loans are not only risky but injurious to your retirement planning. A loan of this kind damages your retirement savings prospects.  A 401(k), 403(b), or 457 should never be viewed like a savings or checking account.  When you withdraw [...]

Will Your Children Receive a Fair Share of Your Wealth?

By |2018-04-23T18:09:23+00:00August 5th, 2016|Categories: Financial, Financial Advisors, Investment|

Will your invested assets go where you want them to when you die? If you have a proper will or estate plan in place, you will likely answer “yes” to both of those questions.  The beneficiary forms you filled out years ago for your IRA, your workplace retirement plan, and your life insurance policy may give [...]