One of the greatest risks facing investors today isn’t dying too soon. It’s living too long. Baby boomers are enjoying the best health and the longest life.
Avoid probate with a Living Trust. Probate can delay assets going to your heirs for months or even years. Living Trusts, ILIT’s, Charitable Trusts, etc, should be an integral part of your estate planning.
Health care costs could easily erode your entire life’s savings. We can help you evaluate your finances to determine if you are a good candidate for long-term care coverage.
Debt is not necessarily bad. However, if you are not reducing debt faster than you are accumulating it, then debt can be disastrous to your financial health. How much is too much debt for you?
Many colleges today cost over $50,000 per year. The best way to save for college is to know and understand all of your funding options. From 529 education savings plans to financial aid and national grant options, funding college can be complex.
It’s important to take the necessary steps to care for your wealth properly. Are you spending enough to meet long-term goals. Although these issues may be most relevant later on in your life.
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