Retirement and Quality of Life
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.
Probate can be a completely public process, or it can be managed to include as little information as possible.
When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?