Uncategorized

Critical Estate Documents

Financial Documents   Joint Ownership Durable Power of Attorney Living Trust What does it do? Enables you to own property jointly with another person Authorizes someone to handle legal and financial decisions if you become incapacitated Holds your belongings until your death Can it authorize someone to handle your financial affairs if you are unable

Critical Estate Documents Read More »

Debt Stress

The average American owes $59,580 in debt. Of that $59,580, $41,830 is from mortgage debt, $5,640 is from student loans, and $5,470 is from auto loans. Little wonder that money worries can be a major cause of stress.1 The Link Between Stress and Health Humans have an innate response called “flight or fight.” It is

Debt Stress Read More »

And the Executor Is

U.S. Supreme Court Justice Warren Burger is famous for more than just his time on the bench. When he died in 1995, he left a 176-word will that gave no specific power to his executors. As a result, he reportedly cost his estate tens of thousands of dollars in attorney’s fees.1 Judge Burger’s case shows

And the Executor Is Read More »

AI Tools Changing Retiree Entrepreneurship

Artificial intelligence (AI) tools have become a game changer in various industries, and they are also proving incredibly useful for retirees looking to start consulting or a small business venture. These tools can simplify tasks, streamline processes, and help retirees navigate the world of entrepreneurship more efficiently.1,2,3 One of the biggest challenges retirees may face

AI Tools Changing Retiree Entrepreneurship Read More »

Alternative Investments – Going Mainstream

Recent years have witnessed the mainstreaming of alternative investments for certain accredited investors. In fact, alternative investments are expected to grow $8 trillion between 2022 and 2028.1,2 The impetus behind this projected growth is the belief that alternative investments offer the potential to enhance the risk/reward characteristics of a traditionally diversified portfolio.3 “Alternative investments” is

Alternative Investments – Going Mainstream Read More »