Monthly Archives: November 2020

Preparing the Next Generation to Inherit Wealth

Estate planning is an important part of retirement planning for many reasons: You’ve worked hard for your money and want to see it passed down in the most efficient way possible for your loved one’s benefit. Unfortunately, costly mistakes are all too easy to make. Without careful planning and discussion, you could end up passing [...]

2020-12-16T19:41:20+00:00November 26th, 2020|Estate & Legacy Planning|

Motivate, Don’t Procrastinate

They say there are people who watch things happen, people who make things happen, and people who say, “what happened?” You certainly don’t want to be the last kind, and it’s not so great to be the first kind, either. But distractions can get in the way, and the best of us procrastinate. COVID-19 may [...]

2020-11-18T05:36:01+00:00November 18th, 2020|lifestyle, Psychology|
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