Avoid these estate planning mistakes

Avoid these estate planning mistakes

  You save and invest to meet a variety of goals during your lifetime: college for your children, long vacations, a comfortable retirement, and so on. But you probably also want to leave something behind – to your loved ones and, possibly, to the charitable...
Avoid these estate planning mistakes

Be aware of Social Security myths

  Social Security can be one source of retirement income for you and your spouse. To maximize your benefits, you’ll need to make some key decisions and be aware of some common myths. • Myth 1: Always take Social Security early. You can file for Social Security...
Avoid these estate planning mistakes

Are you a mindful investor?

  Recently, we’ve seen an increased interest in mindfulness, although the concept itself is thousands of years old. Essentially, being mindful means you are living very much in the present, highly conscious of your thoughts and feelings. However, being mindful...