By Sarah Duey
One of the most important decisions you’ll make when designing your estate plan is who to name in the various fiduciary roles – trustee, personal representative, executor and agent.
By jburns
By Michael Gold, CFP®, MBA, Founder & CEO, Wealth Advisor Have you ever worried that your money might not last as long as you do in retirement? If so, you’re not alone. That is the biggest concern for 49% of Americans regarding retirement.[1] With increased longevity and fewer companies …
By Mark Petersen
By the very name, the SECURE Act – or Setting Every Community Up for Retirement Enhancement Act – is designed to enhance retirement savings. There are several provisions in the new law to help accomplish this goal.
By jburns
By Michael Gold, CFP® MBA Founder and CEO, Wealth Advisor How’s your 2020 going so far? Unsettling? Unexpected? You’re not alone. The world as we know it has been turned upside down by five letters and a number: COVID-19. While the coronavirus pandemic is at its core a health issue, the dow …
