Creating an estate plan to-do list is the first step towards ensuring your wishes will be followed when you’re gone. To get started, sit down with a pen and paper, and make a list of everything you own. It doesn’t matter if you still owe on your house or car, or if...
There’s a lesson to be learned from Costco’s $1.50 hotdog that all business owners should take note of, one of building brand loyalty and trust. Costco has been selling their quarter pound all beef hot dog with a 20-ounce soda, refills included, since 1985. Not even a...
Insurance isn’t just for health and property, there are policies that can provide lifetime income in retirement, cover long term care, and much more. Today’s life insurance policies go beyond paying for funeral expenses and paying off debts when someone passes....
Since the IRS put Ruling 2023-2 into effect last spring, many people are wondering about the usefulness of irrevocable trusts. When set up correctly, irrevocable trusts can be very useful in the preservation and distributing of wealth. Because an...
The closer you get to retirement age the less likely you’ll be able to tolerate losses that can come with high-risk investing. Reevaluating your investment strategy when nearing retirement is crucial to protect the nest egg you’ve built, but there are no...
Buying and selling homes is about to get interesting and a lot more affordable. Beginning this summer, no longer will buyers and sellers split the standard 6 percent commission. Instead, agent commissions will be negotiable allowing buyers and sellers to shop for the...
