Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Since the start of the Covid-19 pandemic, it’s been a rollercoaster ride for Americans.
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.
If you’ve been re-married or divorced, these family structures may present some unique challenges. This article will help your clients with blended families think and prepare their estate strategy.