It’s that time of year again: tax season. No one enjoys doing their taxes, and that is likely why many of us leave this tedious task to the last … possible … moment. As “Tax Day” approaches, millions of Americans are likely scrambling to track down all of their important documents to meet the April…
Sadly, most Americans are indifferent to estate planning – at best – or completely ignore the issue – at worst. When it comes to estate planning, however, there are just some mistakes that you cannot afford to make. Below are five of the most critical estate planning mistakes: Not having any estate plan. This is…
Baby boomers – the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes individuals born between 1946 and 1964, have entered and continue to enter into retirement. As they make this financial transition, many are learning that they have made some of the most typical estate…