Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
You’re closing in on retirement, but you’re not there yet. Are you on track?
Early in 2021, you should communicate with your advisers and review several items about your 2020 planning, if that planning is to have any likelihood of succeeding.
Few retirees have all of these documents that are crucial to their golden years — especially during a pandemic.
The tragic recent death of Tony Hsieh, the 46-year-old former CEO of Zappos, reminds us of the importance of estate planning.
In a nutshell, an estate plan encompasses the accumulation, conservation and distribution of an estate. Done well, it will enhance and maintain the financial security of the next generation.
Death is inevitable and so is paying taxes. However, one can definitely avoid leaving behind an unexpected financial burden for those who are left behind, by enrolling in the Colonial Penn 9.95 plan, assuring final insurance.
In situations where both spouses want the surviving spouse to inherit all the assets, which is often the case, a joint trust can be far less complicated to set up and maintain than separate trusts, with less headaches for the surviving spouse.
It is surprisingly easy and common to make mistakes when designating beneficiaries on retirement and investment accounts.
Why naming a guardian for your child is important.
Do you expect your parents to leave you a financial legacy? Nearly half of working-age Americans assume that they will receive an inheritance that will support them later in life, according to a survey by financial services company HSBC. Perhaps the bigger question, though, is how to even approach this topic with your parents.
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