What is financial planning?
You probably hear it all the time from your financial advisor . . . “You need a financial plan!”...
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Category: Estate Planning
Pre-Retirement Checklist
This pre-retirement checklist breaks down the 3 key steps you should follow in order to make sure you’re truly ready to retire with confidence.
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What Happens To HSA When You Die
I know that your death is not what you want to think about, but take the time to understand how...
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Inherited IRA Rules & Beneficiary IRAs
What are the rules when you inherit an IRA? Inheriting an IRA (Individual Retirement Account)...
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What happens when you die without an estate plan
Estate planning is a crucial step to protecting your family, your legacy, and the assets for which...
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What Is Estate Planning?
As a continuation of the Fee-Only Financial Advisor blog sharing group, this month’s post comes to...
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Power of Attorney and Potential Estate Planning Issues
Power of Attorney and Potential Estate Planning Issue First, I want to thank Greg Phelps for...
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You Won’t Live Forever: A Quick Guide On How To Leave Wealth To Your Children
You’ve spent your life accumulating assets. If you’ve done a particularly good job at saving and...
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Revocable Living Trusts
We get a lot of questions from clients about estate planning. No one wants their hard earned...
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4 things to do when a spouse inherits an IRA
As a financial advisor of 20+ years, one of the hardest things I’ve helped anyone deal with...
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Living Trusts – common problem solved! Please fund your trust
Living Trusts – common problem solved! Please fund your trust I want to thank Greg Phelps for...
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6 simple ways to avoid probate
If you’ve ever dealt with probate you know firsthand how frustrating it can be. The...
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