Protect Yourself and Your Future with an Estate Plan

Wills, trusts, powers of attorney — what do all these things mean? No question, estate-planning jargon can be confusing. Yet, having a plan is an important part of your overall financial wellness. Let’s walk through some basic terms, concepts and tools to help you better understand the components of estate planning. A Will Comes First… Continue reading

How to Prepare for Retirement

According to research, a majority of Americans are not financially prepared for retirement. By taking a few small steps today such as budgeting and saving early, you will be better prepared when the time comes to retire. Budgeting and Planning One of the first steps you can take to achieving a financially secure retirement is… Continue reading