Planning for Retirement Assets in Your Estate Plan

By July 16, 2021No Comments

Planning for Retirement Assets in Your Estate Plan
Whether you are already retired or are thinking about it, establishing a plan to coordinate both anticipated retirement goals and a plan for legacy assets is critical. Depending on their intended purpose, your assets may need …
Kiplinger
More Than One Child? Does Each Need a Separate 529 Plan?
A 529 college savings plan can offer numerous advantages in planning for college. Not only do contributions grow on a tax-deferred basis …
Investopedia
How much money should you have to buy your first home?
One of the biggest surprises that homebuyers face when house hunting is how much it costs to actually buy a house. The cost is on the …
USA Today
Digging Your Way Out of Debt in 8 Steps
Americans are buried in debt from mortgages, credit cards, personal loans, bills, and student loans, and the amount owed in total is …
Investopedia
Half of Homes Are Selling for Over Asking Price
Home prices have always been negotiable. Usually, that has meant buyers pushing sellers below their asking price. But lately, in a nation …
Money
Managing Money While Facing A Chronic Illness Can Be Difficult
Managing personal finances can be a challenge for everyone. Sadly, people dealing with a chronic illness often experience a unique …
Finance Monthly
Annuities: 10 Things You Must Know
Annuities aren’t new. The annuity concept dates back to early Rome, when citizens would make a lump-sum payment to a contract called …
Kiplinger
Some states will pay you up to $2,000 to return to work. Here’s what to know
Some states are paying one-time bonuses up to $2,000 to unemployed workers who accept a job. It’s part of a broader strategy to address …
CNBC
Constitutional Convention Convenes
With George Washington presiding, the Constitutional Convention formally convenes. The process began with the proposal of James Madison’s Virginia Plan.
The day was May 25. What year was it?
Quote of the Week
“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.”
Paul Samuelson
Trivia
Which building is on the back of the US $50 bill?
See the answer below.
Trivia Answer
Which building is on the back of the US $50 bill?
Answer: The US Capitol.

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