Family Wealth Planning for Newly (Re)married Couples

Family Wealth Planning for Newly (Re)married Couples

Marriage is wonderful in a lot of ways…After saying “I do,” you and your dearly beloved get to enjoy years of love and friendship, a blending of families, and the chance to add another wacky aunt or uncle to your extended family. You also get access to several...
13 Estate Planning Tips You Can’t Afford to Ignore

13 Estate Planning Tips You Can’t Afford to Ignore

71 percent of Americans agree that having a well thought out estate plan would help them feel like a good spouse or parent. However, more than half of all American adults die without a will or estate plan, which can cause all kinds of problems if tragedy...
Retirement Planning with a Younger Spouse

Retirement Planning with a Younger Spouse

Retirement planning is a complex topic, and it is doubly so when you and your spouse have a large age gap.According to the U.S. Census Bureau, about 9 percent of all married couples have an age gap of 10 years or more. Among men who are newly remarried, about 20...
Retirement Planning

Retirement Planning

Whether you’re 15 or 50 years into your career, it’s never too early to start planning for retirement!As you prepare to retire, consider the following questions:What are your lifestyle goals for retirement?What are your retirement income needs?How much risk are you...