It may be hard to believe, but another holiday season is already upon us. The upcoming festivities promise to be memorable, as people are generally more comfortable traveling these days than in the past few years. Now that COVID-19-related concerns have lessened considerably and you’re more likely to spend time with others under one roof this season, you have a great opportunity to talk with them about their legacies and estate plans ... CONTINUE READING
Lock in a Fail-Safe Savings Plan
Budgeting and saving are skills many Americans learn late in life, if at all. Only 36 states require high schools to offer personal finance courses. While that’s a marked increase from seven states in 2000, it still leaves many Americans adrift.
Many consumers benefit from setting up regular automatic deposits to each of the four key savings and investment accounts, either through paycheck withholding or via their bank. With this system, growing their savings requires no conscious effort ... CONTINUE READING
3 Essential Legal Documents Every Young Adult Should Have
Every person needs an estate plan, regardless of age or income level. It’s easy to think estate planning is only for the wealthy or older adults, but even young adults can benefit from having essential legal documents in place. Here are three critical estate planning documents every young adult should have and why they’re so important ... CONTINUE READING
