Estate

A little girl sitting on a couch with money in her hands.

Suffering from Sudden Wealth Issues…

“The call” comes in…and news is broken that your long-loved relative has passed away. Over the next several weeks, you and your family go through the 5-stages of grief: denial, anger, bargaining or guilt, depression, and acceptance. At the end of the family gatherings, internment, celebrations of life, and even some alone time, you discover […]

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Putting Your Interests First!!

This morning, I read (and watched) an NBC News Report titled: “The Great 401(k) Experiment Has Failed for Many Americans.”  The report goes on to state that the median 401(k) retirement account balance of working Americans is $18,433.  That’s it!  For some of you, that’s just 2-months of family living expenses…and then you’re out! While

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