WISE WEALTH
Estate Planning for Pets: How to Protect Your Furry Friends
A whopping 70% of American households have pets¹, and ensuring they are taken care of is generally a top priority. Do you know what would happen to your pets if you passed away? Creating a plan for their care as part of your estate planning can give you important...
Table talk this Thanksgiving: Preserving Generational Wealth
As families gather for the holiday season, it’s the perfect time to embrace an often-avoided topic: family finances and generational wealth. According to a survey conducted by Fifth Third Bank, nearly Two-thirds of Americans who have at least $3 million in investable...
Estate Planning and Considerations When Inheriting a Family Home
Estate planning is a crucial aspect of financial preparation that often requires careful consideration, especially when inheriting a family home. In a Mansion Global article, titled "The New Math on Inheriting Your Parents' House," the intricacies of this process are...
How to Plan for Taxes in Retirement
Imagine your dream retirement: Waking up each day to relish the activities you love most, whether it's nurturing a healthy lifestyle, cherishing moments with your grandchildren, exploring the world with your partner, or pursuing your passions. All this is possible...
An Overview of Workplace Retirement Plans
Americans are living longer, and this may mean enjoying retirement for a longer period of time than ever before. Consequently, retirement assets must last longer and accommodate increases in the cost of living. Only through proper planning and follow-through can you...
Insurance Protection for Life’s Key Stages
Whether you are just starting your career, in your peak earning years, or enjoying retirement, your insurance protection needs may change over time. Life cycle planning helps identify insurance needs that are common to particular stages of life. This can help...