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Duties and Responsibilities of Trustees of a Living Trust: What You Need to Know
Last Updated: April 17, 2025 What Is a Living Trust? A living trust is an entity, a legal document, that houses your assets (investments, bank accounts, real estate, valuable personal property) in a way that avoids probate and transfers them to others in a timely and cost-effective manner. Read more…
How to Teach Kids About Money
We’ve all heard the old adage, “Money doesn’t grow on trees.” It was likely said to you often, possibly when you asked for a new pair of sneakers or when your weekly allowance was handed over—if you got one. But beyond that, how thorough was your financial education when you…
10 Reasons You Need a Will
Last Updated: April 17, 2025 In the event that you die or become incapacitated, have you adequately entrusted your assets to those you love? Wills are not just for the wealthy. According to caring.com, only 24% of 18-55+ year-olds have estate planning documents. The Covid-19 pandemic also prompted younger people…
Reverse Mortgages: What They Are and If They’re Right for You
Last Updated: April 17, 2025 Millions of Americans are entering retirement encumbered with mortgages, while the state of American retirement savings is declining. According to epi.org, almost half of American families have no retirement savings account. Period. A reverse mortgage can be a way to further fund your retirement if…
Ideas for How Kids Can Earn Money
Last Updated: April 17, 2025 The importance of raising kids who understand basic concepts about money, finances, and investing can’t be understated. These lessons can carry through into adulthood, helping your money-savvy (grown) child make smart financial decisions. While an allowance can help your child understand the fundamentals, there is…
Stagflation: Causes, Effects, and How to Combat It
Last Updated: March 12, 2025 What Is Stagflation? Stagflation may sound like a buzzword, but it is a very real cycle characterized by slow or stagnant economic growth combined with high inflation and a sharp rise in unemployment. This combination of factors can lead to a decrease in living standards…
Key Financial Dates to Note in 2023 for Retirees
As we look ahead to 2023, it is essential to mark your calendar with key dates that will affect your retirement planning. Here are some important dates to remember throughout the year: February 15* For those 59½ or older and still working, February 15th is an important date, as this…
Expense Ratios: What You Need to Know
Last Updated: March 12, 2025 Mutual funds and exchange-traded funds (ETFs) are popular ways to invest money and potentially build wealth, but it’s important to know how they work and the related expenses to invest in them. One key factor to consider is the expense ratio, which is an important…
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