EstatePlanning
The nationwide survey tapped into the fears and uncertainties surrounding end-of-life preparations. Nearly half (46%) of respondents confessed to not knowing where to begin, while nearly 3 in 4 (72%) shied away from will-making, fearing an out-of-reach price tag. “It’s never too early or too late to bridge the gap. It’s not hard to do and more affordable than most people think,” said Ashley Higginbotham, attorney with Deming, Parker, Hoffman, Campbell & Daly LLC. “Our firm has prepared thousands of wills, and without fail, we see the stress melt away from clients when they take this important ...
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You can help your relatives immensely by setting up an estate plan now, regardless of who you are. Essentially, whatever you own makes up your estate. These assets could be: Any property your ownWhatever money you have in a bank accountStocks, bonds, and mutual funds invested through a taxable brokerage accountA Roth IRAYour prized vinyl, stamp, coin, or art collectionQ4 2022 hedge fund letters, conferences and more Find A Qualified Financial AdvisorEach advisor has been vetted by SmartAsset and is held to a fiduciary standard to act in your best interests. If you're ready to be matched with l...
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You can help your relatives immensely by setting up an estate plan now, regardless of who you are. Essentially, whatever you own makes up your estate. These assets could be: Any property your ownWhatever money you have in a bank accountStocks, bonds, and mutual funds invested through a taxable brokerage accountA Roth IRAYour prized vinyl, stamp, coin, or art collectionHaving a say in how your estate is distributed is essential to your estate planning. Although it may seem daunting, saving your loved ones thousands of dollars will likely be worth the effort now. In short, you and your family ca...
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Everyone wants to enjoy a comfortable retirement, but unfortunately, this goal feels out of reach for most people. Individuals approaching retirement can increase their chances of financial stability by working to master practical money skills that will be essential once the working years are in the rearview mirror. Q2 2021 hedge fund letters, conferences and more According to a study from early 2021, only 27% of US workers are highly confident they’ll be able to retire comfortably(*). So, it’s natural that now is the best time to prepare for the future, so here are 16 things everyone should k...
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Handling emergencies at every stage of life. A conversation with two Johnson Financial Group advisors Q4 2020 hedge fund letters, conferences and more This article concludes a four-part conversation with Johnson Financial Group advisors Kelly Mould and Melissa Olson. The first part focused on planning’s potential to lessen anxiety; the second part addressed some broad retirement themes; and the third part zeroed in on what it means to really take ownership of your financial plan. Here, Kelly and Melissa wrap up the conversation with a discussion about preparing for and dealing with inevitable ...
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Personal finance predictions for 2021 by Adam Erlebacher, Co-Founder and CEO of Fabric, the one-stop-shop helping parents protect their family’s financial future.Q3 2020 hedge fund letters, conferences and morePredictions For Personal FinanceMore Americans Will Be Writing Their Last Will And Testaments OnlineEven before coronavirus, most of us weren’t keen on spending hours (and thousands of dollars) to sit in a lawyer’s office in order to designate simple but important things like who should watch our kids if we were no longer here. Fabric was already at the leading edge of online will creati...
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