Conservative fiscal policy, saving-oriented praxis, and future planning all describe the core attributes to the typical millennial mindset. A large part of millennials’ formative years was influenced by the US sub-prime mortgage crisis beginning in 2007, shortly followed by an…
Probate is the legal process that decides how a person’s assets will be distributed and their debts paid after his or her death. If your loved one owned his or her assets through a well-drafted and properly funded living trust,…
There has recently been some very unsettling data released regarding middle-income baby boomer retirement care preparedness. A study conducted by The Blackstone Group, an independent research firm, on behalf of Bankers Life Center for a Secure Retirement, forecast that 79% of middle-income baby boomers have NO savings put aside to cover their retirement care.