Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
This short video illustrates why knowing when to retire can be a crucial part of your strategy.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.