Reason Number 5 "UNDERSTANDING A LIVING TRUST" A living trust provides instructions on how to manage your affairs during your lifetime, incapacity and at death. Since a living trust can only control the assets you put into it, it’s crucial to fund it through the...
Author: Donald Hershberger
You don’t have to make $1 million to save $1 million toward your retirement. How is this possible?
In over four decades of working with clients, I have learned some of the enduring principles of what it takes to become a millionaire. Our clients with 401(k) balances of more than $1M, followed some of the following approaches to saving:
What Happens to a Business During a Divorce?
Divorce can make life complicated quickly, especially when it comes to your finances. The headache can quickly multiply for business owners who may be worried about what will happen to their business during a divorce. Whether or not your spouse will end up with a part...
Don’t Have Kids? You Still Need an Estate Plan
There is a common misconception that those who do not have kids cannot benefit from an estate plan. Whether you don’t plan on reproducing or are considering having kids, you still need an estate plan. Below, we explain why everyone, including those who do not have...
What are the Different Types of Special Needs Trusts
There are three different types of special needs trusts you can choose from. Some of these
types of trusts are better for particular circumstances.
Should You File an Early Tax Return
Filing your tax return early has many advantages that can save you money and time in the long
run. It can also help you avoid making costly mistakes.
How Does a Special Needs Trust Work?
Parents who are taking care of a child with special needs should make an estate plan tailored to their particular situation. A special needs trust can help.
What are the personal financial benefits of serving in the military?
Military personnel have access to additional savings and investment options that are not available to everybody else. Here are some of these available benefits.
What are different types of mutual funds?
As an investor you have the opportunity to choose from a variety of different types of mutual funds. Each type has varying levels of risk and opportunity.
Finding the Best Caregiver For You
Choosing the right caregiver for your specific needs or for the needs of your elderly loved one is essential in maintaining the quality of life. Here are some tips.
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