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Free Checklist: Financial Spring Cleaning
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Living Will vs. Durable Power of Attorney: 8 Differences to Know
Here are eight differences between a living will and a durable power of attorney.
The Sum Up: A digital approach to end-of-life planning
A recent article on Scope, the Stanford Medicine blog, addressed this issue and offered a potential solution. Here’s what you need to know.
End of Life Planning 101: 8 Critical Florida Probate Rules
To help you out, here are eight critical Florida probate rules you should know as you work on your will and end of life planning.
10 Best Practices for Preparing a Last Will and Testament
The 10 best practices we have listed here will help you prepare a last will and testament properly & minimize the risk of probate complications/disputes.
Real Talk: Why You Need an Estate Plan in 2023
Understand the basics of estate planning and how to start protecting your assets in 2023 by listening to the latest episode of Making it Count.
The Sum Up: How to Use Home Equity in Retirement
A recent US News article looked at several options to use your equity in your home to partially fund your retirement. Here’s what you need to know.
Episode 8: Retirement Strategies for People Over 40
On this episode of Making it Count, hosts Cristina and Will explore retirement savings strategies for people over the age of 40.
The Sum Up: Why I'm investing in real estate to fund my retirement
A recent Business Insider article looked at the benefits of investing in real estate for retirement. Here are 3 strategies you may want to consider.
Episode 1: Retirement Strategies for People Under 40
On this episode of Making it Count, hosts Cristina and Will explore retirement savings strategies for people under the age of 40.
The Sum Up: You could be losing money with these common investing mistakes
Avoid these retirement savings mistakes and you can be sitting comfortably at 65.
The Sum Up: How Much Americans Have Saved for Retirement
Even more alarming is that 59% of people in their 40s have less than $100,000 saved for retirement and 41% have less than $50,000. Here’s what you need to know about saving for retirement.
7 Retirement & Investment Myths that are Costing You Money
Here are seven of the costliest (and most persistent) retirement and investment myths we've heard from members.
