Legacy
Secure My Retirement Podcast: Where Is My Episode?
People lose a lot of things. One of the things that people lose a lot of is information. Open up your smartphone, and you’ll be bombarded with info from multiple…
Read More6 Considerations for Your Estate Plan
Have you thought about your estate plan? If not, it’s a crucial element of retirement planning because it dictates how you’ll save and plan for the future. And even if…
Read MoreEnjoying a Healthy Retirement
We were very excited to speak to Lynne Bowman, author of Brownies for Breakfast: A Cookbook for Diabetics and the People Who Love Them, on our latest podcast. And today’s…
Read MoreWhat is Legacy Planning?
Retirement planning is at the forefront of many people’s minds when they near retirement. You’ve worked diligently to save for retirement, and the big payoff is finally nearby. However, you…
Read MoreHow To Create an Estate Plan Without the Stress
Retirement planning is what we do on a daily basis, but there’s one thing we come across frequently that astounds us: people with millions of dollars in assets don’t have…
Read MoreChess Griffin – Special Needs Trust – What You Need to Know
This week, we’re going to be talking to someone who we’ve had the pleasure of having on our podcast multiple times: estate planning attorney Chess Griffin. We’ll be discussing the…
Read MoreCollege Planning Using a 529 Plan
Are you trying to save money for your child’s or grandchild’s college education? College is expensive and offering any type of help to your loved one will be appreciated. We’re…
Read MoreTrusts Explained – What you need to know!
Trusts can be a powerful part of your estate plan, but they’re not a tool that every estate needs to leverage. Do you need a trust? Let’s find out. What…
Read MoreBeneficiaries – What you need to know!
When you secure your retirement and have been diligent in your retirement planning, you’ll quickly find that your concerns may grow. One of the most common questions we get from…
Read MoreMedicare Parts Explained
Medicare is a big topic for people turning 65, but it’s also a difficult one to get a firm understanding of. You have multiple parts that you may or may…
Read More