Using Estate Planning to Prepare for Your Future

Using Estate Planning to Prepare for Your Future

Planning a vacation is a lot more fun than planning for death, disability or needing long-term care. However, putting off estate planning means missing an opportunity to gather our thoughts on what kind of a legacy we want to leave behind, how we want to be cared for...
Is Your Retirement Plan A Plan or a Wish List?

Is Your Retirement Plan A Plan or a Wish List?

Whether you are thinking about life-long finances or planning for retirement, it’s always a good idea to discuss ideas and strategies with a professional, like a financial advisor or accountant. When it comes to an estate plan, an estate planning or elder law...
Do T-Bonds Fit in a Retirement Portfolio?

Do T-Bonds Fit in a Retirement Portfolio?

Saving for retirement involves a variety of investments, including domestic and international stocks, mutual funds, cash, and bonds. Treasury bonds, known as T-bonds, are liked by many people, because they are backed by the “full faith and credit” of the...