The idea of appointing a trustee seems simple enough, but choosing the right person is a complex decision that should not be taken lightly. Many things go into setting up a trust, including how the assets will be dispersed and the amount that goes to each beneficiary....
Many people allow stress to progress to a point where it takes over before trying to cope with it. Since stress is something that everyone faces at some point in their lives, it makes sense to prepare for it and learn how to prevent it when possible, especially at the...
The COVID-19 pandemic has drastically shifted the way many people think about work. No one knows the long-term effects of the pandemic on the workplace, but it’s safe to assume that we’ll be feeling the repercussions for the foreseeable future. One thing that’s...
The rules for required minimum distributions or RMDs change occasionally, but there have been many changes in the last few years. Knowing the rules for 2021 can save you income taxes and help you avoid any penalties. RMDs are, as the name suggests, required and there...
There are few things more hurtful than criticism, especially when you’re an entrepreneur who’s trying to get a business off the ground. There are many popular opinions about how to handle critics. Roosevelt expressed that the credit goes to the person who is actually...
Learning something new or building a new habit can be overwhelming, but one way to make it more manageable is to break it down into smaller steps. A great example of this is toddlers learning how to walk. As infants, they start by learning to hold their heads up and...
If you ask around, you’re sure to hear many stories from the women in your life about how the pandemic has affected their life. Even women who were lucky enough to have their own businesses or a thriving career and a savings account to fall back on are facing tough...
Every business starts with an idea, but sometimes it just doesn’t seem real until you start telling other people your plans. When you invite someone else to join you in your new venture, it’s a huge step in making your dream a reality. You need a lot of things to run...
Many people do not utilize Social Security benefits to their full potential. If you are currently married, a divorcee, or a widow, you might be missing out on the benefits you’re entitled to. Here’s what you need to know about maximizing your Social Security spousal...
It might be an understatement to say that retirement planning has been looking a little different lately, considering the impact that Covid-19 has had on our health and the economy. Some people may have considered retiring early with fewer savings than they’d planned....
SCHEDULE A COMPLIMENTARY
15-MINUTE STRATEGY SESSION TODAY