As seen in AARP by Bruce Horovitz, October 06, 2025: How to Start Your First Month of Retirement. Our employee Elayne Pisarik says, "Success comes when your finances do not define your happiness. A full life – whether defined by family or other relationships, faith, employment or a combination of all of those – that comes
Is your revocable living trust outdated? Review the warning signs below to find out.
A great financial advisor is worth their weight in gold. However, not every financial advisor specializes in retirement-related issues, and that's where retirement advisors come in. A retirement advisor is a financial professional who can help you plan for and manage your retirement. Whether you're late to retirement planning or want another set of eyes to check out your current plan, there's no one quite as capable as a great retirement advisor.
The 6% commission, a standard in home purchase transactions, is no more. In a sweeping move expected to dramatically reduce the cost of buying and selling a home, the National Association of Realtors announced Friday a settlement with groups of homesellers, agreeing to end landmark antitrust lawsuits by paying $418 million in damages and eliminating rules on commissions.
A trust is an instrument of state law; each state’s laws are different, and you are free to choose which “situs” is best for you!
Beyond the Basics: Estate Planning Mistakes Part 3: Real-life examples of what not to do.
Beyond the Basics: Estate Planning Mistakes Part 2: Real-life examples of what not to do.
Beyond the Basics: Estate Planning Mistakes Part 1: Real-life examples of what not to do.
