by Candace Hackborn | Sep 20, 2022 | Uncategorized
Correcting Your Retirement Course RETIREMENT & LONGEVITY Plan B can turn into something beautiful. On the road to retirement, having spent decades working, saving and planning for your desired lifestyle, imagine approaching the one sign you didn’t see coming:...
by Candace Hackborn | Jun 14, 2022 | Uncategorized
How you manage your resources can make a big difference in how financially secure you areduring your retirement years. This includes choosing how and when you withdraw funds fromyour retirement accounts. The following are some of the things you should not do. Failing...
by Brennan Clark | Sep 21, 2021 | Uncategorized
An A-B trust is a particular type of trust which is used by married couples to help to minimize their estate tax liabilities. This type of trust will split the married couple’s assets into two parts upon the first death of a spouse. Generally, the objective of an A-B...
by Donald Hershberger | Sep 16, 2021 | Uncategorized
Marriage comes with many significant changes to a person’s life. When you marry you are legally and financially linked to your spouse in various different ways. This means you will need to update your estate plan to reflect your new life changes. There are several...
by Brennan Clark | Sep 7, 2021 | Uncategorized
It is important that you include all key documents in your estate plan. This will likely involve either a will or a trust and in some cases an estate plan may have both documents. The objective of both of these estate planning instruments is to ensure that your assets...
