Financially Speaking Blog
How 2023 Will Affect Your 2024
How 2023 Will Affect Your 2024 There were several financial developments in 2023 that may have positive impacts on your 2024 financial strategy. U.S. News and World Report article, 7…
Do You Have These Key Estate Planning Documents?
Estate planning is the process of managing and preserving your assets while you are alive, and conserving and controlling their distribution after your death. There are four key estate planning…
Reviewing Your Estate Plan
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its…
Should You Work Until You’re 70?
More and more, the targeted retirement age for many people is 70, for numerous reasons. A U.S. News and World Report article, Why You Should Plan to Work Until Age…
New Life for Your Old Insurance Policy
Life insurance can serve many valuable purposes. However, later in life – when your children have grown, you’ve retired, or you’ve paid off your mortgage – you may think you…
Tips for Transferring Your Wealth
Tips for Transferring Your Wealth A September 2023 Kiplinger article, Three Ways Parents Can Transfer Wealth to Help Their Kids, has some interesting insights into how you can transfer your…