Estate strategies should be reviewed every 3–5 years and updated after major life events to ensure they reflect your current wishes and circumstances. Regular updates help protect your legacy, comply with legal requirements, and provide lasting security for your loved ones.
With healthcare premiums and deductibles climbing sharply, families are paying more out-of-pocket than ever, making tax-advantaged tools like Health Savings Accounts (HSAs) and Flexible Spending Accounts (FSAs) increasingly valuable.
Receiving an inheritance is rarely just about the money. It’s also about loss, responsibility, identity, and choice.
Be sure to impart these key financial lessons before your co-ed starts fall semester to set them up to thrive in their new environment.
Impact investing, or investing with the intention of creating a positive social or environmental change in addition to a financial return, is not only possible but also on the rise.
In the world of retirement savings, becoming a “401(k) millionaire” is a significant milestone. Reaching this level is a testament to the power of consistent saving, smart investing, and the long-term benefits of employer-sponsored retirement plans.