While couples tend to work on their retirement plans together, it’s a good idea to stress-test the plan by imagining that the wife might outlive the husband.
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Think about how much time we put into planning things like college, a wedding, moving to a new home, having a baby and retirement.
Sixty-three percent of surveyed affluent adult children between the ages of 18 and 22 say they’ll need to rely on their inheritance for financial security during retirement.
The Tax Cuts and Jobs Act (TCJA) featured an important provision for divorcing couples to consider.
Many people think life insurance is only for young couples. While a life insurance policy is an important vehicle to help protect a young family’s financial future should one parent pass away, that’s not the only time in life when financial protection matters.
Family businesses that manage to survive generation after generation leave not only a family legacy, but also the potential for tremendous wealth.
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