Business

Jim Miskell

To begin planning your estate is to think through the intricacies of your life, to think about your values and your family.  But there is nitty-gritty you might be overlooking: the financial, the legal, and the shared understandings.  Make time to consider what you might be overlooking before planning in earnest. 

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Roger Green, MSFS,CFP® | Green Financial Resources

401(k) plans remain the primary source for building retirement assets for millions of workers. Here are some ways to make the most of your 401(k):

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The largest obstacle to effective estate planning is procrastination. Sitting down to prepare a Last Will and Testament is not at the top of anyone’s “this is a fun thing to do” list. Yet death, like taxes is a certainty.

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As a celebration of this joyous Easter season, and the blessings God has given me in my lifetime, I would like to share some of my favorite words of financial wisdom from the Bible:

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David Walker

For the purpose of planning your estate, a will is the basic tool for putting your plan in place. However there are other ways to accomplish this task, such as revocable or irrevocable trusts.

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