Rachel Lake had worked with financial planners before, but the relationship didn’t click until the Millennial began working with an adviser who focuses his message,
Blog
Two Uncomfortable Topics: Death and Debts
When a loved one dies, is it possible to inherit their debt? It’s a serious question for heirs, and particularly for couples who hold debt
Retirement Planning Advice from the Great Plains
An important area for review at this time of year, associated with tax savings, is retirement planning. If one is a farm or ranch owner,
The TV Show “Empire” Shows Us a Few Things about Money and Planning
Who says you can’t learn valuable lessons about money from the latest primetime drama? The new Fox television series Empire, which boasted more than 14
Where Do I Find a Good Attorney?
When it is time to begin one’s estate planning, working with capable advisers becomes very important. Often, because this is an expertise that a person
How Do I Use an IRA Trust?
There are many different types of effective trusts to accomplish specific things in retirement and estate planning. Unfortunately though, many people don’t ever consider the
College Basketball Coaching Legend Uses Trust to Give to His Former Players
The fact that late North Carolina basketball coach Dean Smith left $200 each to about 180 players he’d coached over the years is all over
Be Prepared Now for the Inevitable
Even for a caregiving expert, with more than 30 years of experience in the field of aging, the death of an older person who has
A Trust That Keeps on Giving and Giving
Nearly four decades after his death, Detroit businessman Dick E. Morand is giving to the causes close to his heart. Leave A Legacy, Southeast Michigan,
The Story of Mr. Read
A thrifty lifestyle, solid investing acumen, plenty of patience and the benefits of compounding were at the center of the story of Ronald Read—the quiet
Thinking about Estate Planning or Actually Planning for It?
Chances are you’ve spent plenty of your free time thinking about the money you’ll have available at retirement. But what have you done to plan
Estate Planning after a Divorce
If you’re in the process of getting a divorce, money issues are likely to be a key point of discussion. Whether you’re the spouse of