Three Reasons to Create an Estate Plan
Why it’s important to plan for when you won’t be here.
Why it’s important to plan for when you won’t be here.
Regardless of the size of your estate, everything you should consider as you create your estate plan falls into three main areas: How much you need to maintain your lifestyle. How much you want to leave your children and grandchildren. What to do with the rest. Even as you work on the numbe …
No matter how few your assets or how extensive your properties, an estate plan will help you preserve your legacy and provide clarity to your surviving family. Our estate planning checklist can help you start the process and tick those important boxes on your way to confidence about the fut …
By Beth Schanou, JD, CExP, Senior Wealth Planner Who wants to spend an afternoon thinking about their mortality? No one, which is why more than half of Americans don’t even have a will.
After the S&P 500 experienced its best seven-month start to the year since 1997, stocks pulled back in the historically troublesome months of August and September. Although unenjoyable for investors, the slump may be necessary to set stocks up for a year-end rally.
Good riddance to August and September (at least, investing-wise). Will the bull come back when September ends? Carson Group’s Chief Market Strategist Ryan Detrick and VP, Global Macro Strategist Sonu Varghese discuss the latest news in markets and investing. Highlights include: • What could …
By Ryan Detrick, Chief Market Strategist, Carson Group “I don’t make jokes. I just watch the government and report the facts.” -Will Rogers As you’ve probably heard by now, the government is on the brink of shutting down unless Congress connects on a Hail Mary to pass a dozen spending bills …