Building Wealth and Avoiding Taxes with Roth IRA
As you are building your wealth and saving for retirement, a Roth IRA could be a tax-advantaged solution for you to invest your money and boost your retirement savings.
Retirement Strategies for Millennials
Retirement looks different now than it did for prior generations, and many Millennials worry that Social Security will not be available for them when they retire.
A Long-Term Opportunity: Home-Based Care
Home-based care enables you or your loved one to remain at home, living independently but receiving needed support and assistance.
Should You Name Irrevocable Beneficiaries?
One of the most important decisions you’ll make is who will receive your assets and take over your estate. To help ensure your loved ones receive the assets you want them to have, you can name irrevocable beneficiaries.
A Woman’s Guide to Long-Term Care
Women face unique financial challenges as they age. Compared to men, women live longer, earn less, and spend fewer years in the workforce. If you’re a woman or support a woman in your life, consider looking into LTC options.
A Step-by-Step Plan for Helping Your Parents
The best plans for managing the finances of an older relative are made when that individual is still healthy. Addressing care options now for your aging parents will pay dividends for everyone! Learn more with this infographic:
Elder Abuse & Estate Planning
Financial Planner Jon Lilja discusses elder abuse, estate planning, and the importance of POLST in his newest educational video.
Dealing with Elder Care Issues
Plans created at age 65 often require a second look when seniors reach their late seventies, eighties, and nineties. If you have an aging parent or relative, look into these arrangements to address their concerns.
Addressing Care Options Now for Your Aging Parents
If you haven’t yet, you should start to address elder care with your parents to make sure that they are comfortable in their later years. It’s never too early to start preparing for the responsibility of caring for parents.
A Primer on Irrevocable Life Insurance Trusts
The irrevocable life insurance trust (ILIT) can be an important estate strategy tool that may accomplish a number of estate objectives; however, it may not be appropriate for every individual.
How to Estimate Retirement Expenses
By estimating your expenses and taking steps to prepare, you can ensure an enjoyable retirement. Contact us today for more information.
Turning Monetary Gifts into Learning Experiences
Parents, consider using monetary gifts as a teaching opportunity. Helping your children learn how to be smart savers could be the best gift that you ever give them.
Acquaint Grown Children with Your Financial Affairs
Awareness of important information, and knowing where to locate relevant documents, can help your grown children take appropriate and timely action if a sudden death or catastrophic illness were to occur.
Fostering a Child
In the spirit of July’s National Make a Difference to Children month, COO Amanda J. Hopkins discusses one way to make an impact on children in need through fostering.
Business Loans to Children: What Parents Should Know
Here are some things to consider when lending funds for your child’s business venture.
Guardianship for Your Children: A Look at the Issues
Selecting a guardian for your children is an extremely personal and important decision. Address these important financial issues before selecting a guardian.
Financial Care for Special Needs Children
Parents of a special needs child may have never-ending concerns about their child’s care. How much do you know about financial planning for a special needs child? Test your knowledge with this short quiz.
[Whitepaper] Planning for a Special Needs Child
Ensuring the best for your family starts young. Check out our latest whitepaper for information on how to protect a child with special needs.
