Estate Planning Checklist

Estate Planning Checklist

Estate planning is a critical part of life planning. Estate plans are made up of many parts, including wills and trusts, as well as any additional documents or information that will help beneficiaries carry out the requests of the benefactor. Use our in-depth Estate Planning Checklist to help you check off the important things you need when developing your plan.

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A healthy body equals a healthy pocketbook!

A healthy body equals a healthy pocketbook!

Of all the activities you are saving for in retirement, did you know that healthcare may have the biggest price tag? One study found that a man may need to save $124,000 and a woman may need to save $140,000 for health care in retirement if they want a 90% chance of being able to pay all their future medical bills! Crazy, right? Thankfully, your retirement health costs are not set in stone. Of course, you won’t have total control over your health in retirement, but there are things you can do to manage your health risks and potential...

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Managing Stress and Debt

Managing Stress and Debt

If you are experiencing debt-related stress, you should consider attacking the root of the problem. Generally, it takes time to work down debt, but that doesn’t mean you can’t manage the stress during the interim period. Developing a strategy to eliminate your debt is the first step to lowering stress, since the sense of control that a strategy gives you might furnish you with hope and optimism.

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How to Stop Wasting Money!

How to Stop Wasting Money!

We're all guilty of spending too much money sometimes. More so, we're all guilty of not properly calculating or tracking our expenses. It's incredibly easy to lose money into the black hole, to only look back at your bank account statement a week later and scrambling to figure out where exactly it all went. Take a good look at how you spend your money, examine your current spending habits and start eliminating your "money wasters". Today, let's stop wasting money.

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Budget tracker: How to build one at tax time!

Budget tracker: How to build one at tax time!

Did you know that every year, nearly 150 million households file their federal tax returns? Typically, the process involves digging through shoe boxes or folders full of receipts, unorganized! It also involves gathering mortgage, retirement and investment account statements! In 2017, most people rely on computer software to take advantage of every tax break the code permits. While you're digging through your financials, why would you not start the reorganization process?

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4 Great Reasons to Invest in 2017!

4 Great Reasons to Invest in 2017!

Over half of Americans do not own any stocks, or stock-related investments, such as mutual funds, according to Bankrate’s Money Pulse survey. Individuals may cite different reasons for not investing, but with important long-term financial goals, such as retirement, in the balance, the reasons may not be good enough.

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11 Real Facts about Retirement!

11 Real Facts about Retirement!

What's great about retirement? Retirement can have many meanings. For some, it will be a time to travel, whether domestic or international, or spend time with the family. For others, it will be a time to start a new business or begin a new life endeavor. Regardless of the direction you choose in retirement, here are 11 real facts about retirement that you can't ignore!

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