Although you may be excited about the prospect of receiving unexpected money, there are certain financial moves experts say you should make to make sure you’re prepared for that inheritance.
We are approaching the biggest wealth transfer ever, as Baby Boomers prepare to hand off their life savings to their heirs. However, will their heirs actually get the full amount of the wealth intended for them…or will a large amount be lost to unnecessary taxes?
Now is the time to schedule vaccines that can keep you healthy — and even save your life.
A will allows you to distribute your worldly goods, select a guardian for minor children and name an executor to carry out your wishes. A will does not avoid probate.
FEMA (Federal Emergency Management Agency) is reimbursing families up to $9,000 for funerals of persons whose deaths were caused by COVID.
Social Security is a major source of income for many retirees. However, people frequently misunderstand even basic concepts behind this government program.
Why care about inflation? In the years ahead, inflation will most likely decrease the purchasing power of your money, which means that during retirement, your dollars will buy less than they do today.
Once you have a list of promising agencies, arrange a consultation. AARP has a checklist of important questions to ask before signing a home health contract.
If you are one of the many people who start getting serious about their finances as they reach their 50s, enjoy this guide for your next steps.
According to a Caring.com survey, only 4 in 10 American adults have a will or a living trust. And what may be even more surprising is that younger adults are outpacing their middle-aged and older counterparts when it comes to estate planning.
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Legal and fiduciary services offered through Robyn Smith Ellis PLC. Investment advice offered through Ellis Financial Group LLC, A Registered Investment Advisor in the Commonwealth of Virginia. Insurance products offered through Ellis Insurance Services LLC.
