Estate
20 Second Advisor: Generational Wealth and Stewardship
The idea of a legacy is intriguing. Many of us feel a call to help provide for future generations or to leave our mark in the world in some lasting way. We strive to be good stewards of our blessings now so that we may not be a burden to others in the future and…
Read More20 Second Advisor: Roth IRAs – Great for You, Great for your Heirs
You’ve heard from us the benefits of Roth IRA. If your income (or your spouse’s income) qualifies you to contribute to one, it’s a great tool for your retirement! Paying historically low tax rates today, knowing that regardless of the tax rates or your tax bracket in the future, you’ll never have to pay taxes on…
Read More20 Second Advisor: Quick Estate Planning Guide
Helping people get their estate plan in order brings me a lot of joy, because there is a deep level of satisfaction that comes from knowing this area is buttoned up. It’s an easy task to put off until “tomorrow.” Here is a quick rundown of how assets are transferred upon death: That said, if…
Read More20 Second Advisor: Is your estate plan up to date?
Estate planning is not the most exciting financial topic to tackle, but it’s really important! Here’s why: Here are a few of the major decisions you’ll need to think through (we recommend that you use an estate attorney): So, is your estate plan up to date? Let us know if you need help!
Read More20 Second Advisor: Do it for the people you love!
I recently traveled internationally with a group of business men. Traveling without my family forces me to consider their situation if I was “promoted” (died) unexpectedly. It’s uncomfortable and sad to think about this, but I’d rather be prepared than avoid discomfort. Here are the questions I asked myself before my trip: Will my family…
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