Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
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Six out of 10 millennials regret buying a home because they weren’t prepared for the hidden costs.
In the hustle and bustle of life, it’s easy to postpone long-term planning, especially for uncomfortable topics. Then there’s the barrier of language. It’s hard to make an estate plan without knowing the terminology of estate planning or what questions to ask.
Beneficiary designations allow assets to pass directly to whomever you designate thus by-passing the costs and time involved with the probate process.