Do I need Estate Planning? We get this question a lot and the answer is……. Maybe! Ok, I know, that isn’t much of an answer, but let’s dig a little deeper. Here is a three step test to see if you need Estate Planning! ASSETS FIRST, what type of assets do you own? Do you have multiple assets …
Key terms to know about your retirement plan…
One of the biggest reasons people don't participate in their company's retirement plan, is they don't understand a lot of the terms used in plan documents. Here are some simple ways to think about these terms. INVESTMENTS Default Investment Option - Sometimes referred to as a QDIA. This …
A cup of coffee costs WHAT????!?!?!?!
First, let me say, I drink A LOT of coffee! I'm not casting stones or in any way advocating you not to have your morning Cup of Joe, that would be insane! I do think its interesting though to consider what that daily cup of coffee costs us throughout our life. What really makes me think about this …
