Heirless Estate Planning

Category Archives: Financial Planning

Heirless Estate Planning

The purpose of estate planning is to distribute your assets to heirs in a formal, legal process. If you do not have any heirs to speak of, you might not feel the need to do this. However, your assets will go somewhere, so you may… Continue reading →

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Bond Investment Strategies

Bonds are designed to deliver both capital preservation and income, and are generally considered lower risk than stock investing. The purchase price of a bond is basically a loan to an issuer, such as the federal government… Continue reading →

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Travel Companions: How to Share Expenses

No matter how well you know someone, you usually learn a lot more once you’ve traveled with them. We are all different in this activity, from people who prefer aisle seats over window seats, to Airbnb renters or hotel… Continue reading →

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Tips for Early Retirement Planning

Tips for Early Retirement Planning Continue reading →

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What to Expect with an IRS Audit

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Natural Disaster-Proof Your Finances

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The Value of Diversifying with International Stocks

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Scam-Proof Guidelines for Wiring Money

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What Seniors Actually Got in the Latest Tax Bill

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Long Term Care Insurance Options

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