The following segment first aired on KEDM 90.3.
The money you work so hard for ought to be divided carefully between your present self, your future self and those you love.
The low-interest rates engineered by the Fed to stimulate the economy have cost savers and fixed income investors mightily.
Investments may be an important part of your financial plan, but they are by no means the whole plan.
Money woes often have little to do with math, and the easy way out of debt may actually be the worst choice.
Do you have a family-oriented business or a business-oriented family?
What is the Law of Diminishing Intent and how can you overcome it?
It’s not a good idea to bet the farm that you’ll thread the needle of longevity, health, career and myriad other unexpected future events.
Considerations when planning your estate and will...
Before you say “yes!” to that family member or friend who has asked you to serve as trustee for their trust, you may want to consider these points...
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