Retirement Planning

Math is Our Friend

Saving is essential. A recent Wells Fargo survey says that 71% of those over 40 who are consistent savers believe they will have enough for retirement. The more you save, the more confident you will become in your ability to live the life you want.

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prudent man rule
Asset Protection

What is the “Prudent Man Rule”?

The prudent man rule directs trustees “to observe how men of prudence, discretion and intelligence manage their own affairs, not in regard to speculation, but in regard to the permanent disposition of their funds, considering the probable income, as well as the probable safety of the capital to be invested.”

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no will

No Will? Here’s the Way!

Celebrities aren’t the only ones who fail to plan for their passing and leave no will.  The difference is, their failures can become instructive for the general public. If we don’t have a will, only our family will know how much time, expense and stress occur because of a failure to plan.

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