The Cross Purchase Business Buy Sell Agreement
Do you have a plan for sustaining the business you worked hard to build after your death? Business owners are builders. They spend their...
Biases Hindering Our Retirement Savings Efforts?
They may affect our attempts to build wealth. Picture an 18-wheeler, its 4,000-cubic-foot cargo trailer filled to capacity with stacks of...
How to Boost your Retirement Savings: Monthly Budgeting
Employing a budget into your personal finances may be the biggest step toward your goals. To download the Free Monthly Retirement Budget...
Teachers: Discover the 403(b)
This retirement plan allows teachers & employees of non-profits to invest for their futures. Does your spouse contribute to a 401(k)? You...
Social Security: Myths vs. Facts
Dispelling some misconceptions about the program. Some myths & misconceptions keep circulating about Social Security. These are worth...
Retirement Planning for Single Parents
It is a challenge – and it must be met. How does a single parent plan for retirement? Diligently. Regularly. Rigorously. Here are some...
Having the Money Talk with Your Children
How much financial knowledge do they have? Some young adults manage to acquire a fair amount of financial literacy. In the classroom or...
'Fool'ish Financial Advice: "Don't Pay Off Your Mortgage Because..."
Aside from fake news published every day across the internet, it should come as no surprise there's also very bad financial advice being...
Joint Tenants with Full Right of Survivorship: The Poor Man's WILL or The Poor Man's TRAP?
Joint tenancy is considered by many people as a valid reason for not having a Will or a Trust. The reason being is if everything is held...
What is Estate Planning and Why You Need To Do It.
First let's define an Estate and Estate Planning. An Estate is the total property, real and personal, owned by an individual prior to...
