There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes. In this episode, we cover topics ranging from poor expense planning to outdated beneficiary...
We are excited to be back with Merrell Bailey, a seasoned estate attorney, CPA, and MBA, for part two of our conversation. In this episode, Merrell discusses the importance of an umbrella policy for asset protection, proper account titling, and the four ways assets...
All the details and demographics on HENRYs in an easy-to-read infographic from Equifax. Check it out. Are you a HENRY? HENRY has become the latest acronym to describe investors in the marketplace. Alongside old-school terms like “DINK” or...
HENRYs are positioned to be the next level of investors in the marketplace. You should have a financial advisor that understands you. This wealth management article explains why. For a while now, wealth management by traditional 401K has seen a decline. But...
Join us for an eye-opening online event that’s essential for anyone with retirement funds: “The Tax Bomb” webinar. About the Webinar: As 2025 approaches, significant policy changes are on the horizon, and they have the potential to shake the foundation of your...
