Financial Freedom in Retirement Blog

We believe today's saver deserves much more! Improper alignment of financial tools with your needs and preferences is the major source of missed opportunity, disappointment and regret.
And you know what? It doesn’t have to be that way!
George Wells

You are asking the right question!  It is often an overwhelming challenge to know where to look and where to search for a credible and appropriately skilled advisor.

What is a Qualified Charitable Distribution?

A QCD is a way to get an even higher tax break if you are a giver and age 70½.

To save money on taxes, make your 

Seeking professional financial guidance can be an emotionally stimulating event.  For many, fears, frustrations, and fantasy of ideas can be distracting and you know what, it doesn’t have to be that way.  
It may not need to be a long term relationship, but often the products and tools you select may require a long term commitment to see results you hope for or the product itself may restrict access to your funds for a time.
What if you need to adjust your estate-planning goals or your needs change? What do you do now? How much is it going to cost you and is it worth the money? What if you are building your estate plan for the first time? What if you have a plan already, how do you adjust it?

Everyone needs an estate plan, and everyone has one, even if it is the default plan created by the state he or she lives. Each state has its own rules to determine what happens to someone's stuff once they pass away. If you don't want the state to choose what happens to your assets when you pass then, you do not stick with the Default Estate Plan.  Below are more details about the different estate types and trusts. Our goal is to keep these insights simple so you can follow along.

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