by Candace Hackborn | Sep 1, 2022 | Uncategorized
How to Combat Healthcare Cost Inflation in Retirement RETIREMENT & LONGEVITY Health-related expenses can arise unexpectedly. Learn how to prevent them from throwing your long-term plan off track. You’re ready for retirement. You’ve prepared mentally, emotionally...
by Candace Hackborn | Jun 28, 2022 | Uncategorized
How To Invest in a Recession The financial markets are constantly changing with the potential for economic conditions torange from rapid growth to precipitous decline. Of course, it is always preferential to beinvesting in a growing economy, but this is not always the...
by Candace Hackborn | Jun 16, 2022 | Uncategorized
What Is a Step-Up Basis? When developing a comprehensive estate plan, it is important that you consider current tax laws. This will allow you to choose a strategy that will minimize your tax liabilities while also achieving your estate planning goals. One of the most...
by Donald Hershberger | May 13, 2022 | Uncategorized
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...
by Carrie | May 9, 2022 | Uncategorized
Reason Number One: MAINTAINING CONTROL One key reason to utilize a trust as part of your estate plan is to retain control of your assets – particularly in light of any family strife that could ensue over who gets what assets now and/or when you pass away. For example,...
