The Lowdown On Living Trusts

The Lowdown On Living Trusts

A living trust is a legal agreement in which a person’s assets can be transferred and handled by an individual or corporation. The person or company managing the trust is called a trustee. Whether or not to create a living trust is a major decision that requires...
Why the financial news isn’t all bad

Why the financial news isn’t all bad

There has been a lot of discouraging financial news of late. But don’t despair. There is some positive news as well. Let’s start by looking at interest rates, which are on their way up, quite possibly very significantly so. While the last dozen-plus years have seen...
Inheriting an IRA

Inheriting an IRA

Inheriting an IRA presents a number of choices for the beneficiary. Whether it’s a Roth or Traditional IRA, the rules surrounding the inheritance can be complicated and your decisions can have a significant impact on your financial planning. When the so-called...