AN INTRODUCTION TO TRUSTS
“Trusts? They’re for rich people.” We often hear this when we start a discussion about the role a trust can play in a family’s overall estate strategy.
RETIREES TALK ABOUT RETIREMENT
One of the best resources for “real-time updates” on how retirees are settling into retirement is the Retirement Confidence Survey, which has been conducted for the past 33 years by the Employee Benefit Research Institute.
WHAT THE YIELD CURVE SAYS ABOUT THE HEALTH OF THE ECONOMY
Turn on the television or browse the Internet, and you’ll see there’s no shortage of opinions about what’s next for the economy.
WHAT TO CONSIDER WITH A VACATION HOME
You’re on vacation, you have a little
extra money in your accounts, and you start to think, “this would be a great place to have a vacation home.”
EMERGENCY FUND FUNDAMENTALS
When most people hear the expression “emergency fund,” they think of setting aside money to pay for unexpected expenses
WHAT IS THE BUSINESS CYCLE?
To people of faith, hearing that the economy moves in cycles may sound very similar to one of our favorite passages in Ecclesiastes.
A WORLD OF OPPORTUNITY
If you’re interested in getting a few more stamps on your passport without ever leaving the country, investing in overseas markets might appeal to you.
DISABILITY INSURANCE: INSURING YOU, INC.
Believe it or not, your most valuable asset is you. Put another way, your most valuable asset is your ability to earn income over your lifetime. By working for 30, 40, or maybe 50 years, you can generate a considerable amount of income for yourself and your family.
