Wills In Action

In parts 1 and 2 of this series we examined the prevalence of Wills in the US as well as how Wills function. However, because each state has its own legal system, we are forced to use generalizations when discussing the topic. Today we finish off our series on Wills by looking at how they… [Continue]

How a Will Actually Works

In this second part of our series on Wills, we examine how Wills actually work. We begin by discussing the actors in a Will, including who they are and what they do. Then we examine several different types of Wills and learn why you should only implement one of them. Finally, we examine some of… [Continue]

Studies show that most Americans don’t have a Will

A Will is the most common and basic estate planning document there is. Its function is to allow someone to give instructions on what to do with their possessions after they pass away. For decades, the portion of Americans who have a Will has steadily declined. A recurring Gallup poll shows that in 2020 just… [Continue]

7 Ways to Stay on Track and Meet Your Retirement Goals

Are you on track to retire comfortably? What are your financial goals? How much income will you need to generate each month when you have retired? What might be some of your longer-term goals outside the financial arena, but goals that would be aided by a larger pool of savings? Our regular check-ins are designed… [Continue]

5 Reasons Why You Should Sell Your Car Today (And 1 Reason Not To)

Have you looked at auto prices lately? If you have, you may have noticed that most car lots have a pretty low inventory. Not only that but what can be found tends to have a much heftier price tag than what you may be used to seeing. The auto industry has been on a roller… [Continue]

Anyone Can be Anyone on the Internet

The Texas State Securities Board is warning investors about a growing number of online investment schemes in which bad actors impersonate registered, licensed firms. These impersonation schemes are growing more and more sophisticated as scammers more efficiently leverage technology to defraud the public. Investors need to be aware – and beware – of these schemes.… [Continue]