Maybe
it’s your dream—accumulate enough money to retire early and live happily ever
after. You never have to work again and can do whatever you want whenever you
want. That’s the basis of the FIRE Movement—Financial Independence, Retire
Early.
There’s
lots of chatter all over social media about FIRE. Conversation threads run
deep. Online communities search...
We dream all year about that perfect, stress-free, vacation. Yet, sometimes the planning itself can be a source of stress. Use the enclosed checklist to make the planning process a bit easier and help make that next vacation a relaxing one.
While we know the enclosed list is different for...
There’s an old axiom that says nothing in life is certain except death and taxes. True enough. But there’s one other thing that’s certain; we’re all going to retire—sometime. The number one retirement question I’m asked is, “What is the perfect age to retire?” Close on its heels is,...
Estate planning, like most other things, uses a vast array of tools to accomplish its goal. One of the tools is a trust. But there are more trusts, as the old farmer said, than you can shake a stick at—revocable, irrevocable, living, testamentary, charitable remainder, qualified domestic, special needs,...