Estate Planning Trend

Baby boomers are switching up the way they are planning their estate and how they are dealing out the inheritance from their estate. In the past trusts were liquidated and distributed to children when they were 18, 21 or even 25. But that was the past. Those currently setting up their estate or figuring out […]

Read More…

Social Security Has Its Issues

It is 2014 and things are good. Unless you are talking about social security. Today we are going to hit on some recent numbers that were given by the Social Security Trustees. These Social Security Trustess release every year a report about the long-term outlook for these programs. What came from this report? The following […]

Read More…

Millennials Are Cash Heavy

Are you a millennial (Millennial’s are typically born roughly between 1980 to middle 90’s)? If so, what are your feelings for investing? When you put some money away that you won’t be using for at least 10 years what do you do with that money? Where does that money get invest? Does it even get […]

Read More…

Don’t Let Taxes Ruin Your Retirement

There are plenty of issues to worry about when in retirement. The best way to make sure your retirement is going to be a successful one and one that you don't have to worry about money is to make sure you have a strong retirement plan.  Most retirement plans take into consideration mortgage, health care […]

Read More…

Don’t Let Risk Beat You When Investing

Eat, drink, breath, and sleep are just a few things that are part of our everyday lives but there is one thing that is part of our everyday lives that we don't normally think about and that is risk. Now the definition of risk is: Noun- a situation involving exposure to danger. Verb- expose (someone […]

Read More…