Helping loved ones finance the cost of education is a wonderful & long lasting gift. But when you build this type of gift into your estate planning aspirations, the more traditional vehicles can be limiting…
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A few years back, I had a friend approach me at a BBQ. He had some questions about how his financial advisor was managing his accounts. Friend: “Yeah, I just don’t know if this…
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Ever had a variable annuity pitched to you? Maybe you own one. They’re a popular way for many people to mix guaranteed retirement income with the growth potential of equities. But I’m guessing even if…
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Being named the executor of someone’s estate can be an honor, and comes with important duties and obligations. Unfortunately, you might be balancing this honor with the grief of losing a loved one. The…
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