Financially Speaking: The Blog
Retirement-focused education to help you thrive in your next chapter.
Who Should You Name as Your Executor or Trustee?
Learn how to choose the right executor or trustee for your estate plan, including what qualities to look for, family dynamics to consider, and when a professional fiduciary may make sense.
What’s the Best Way to Leave Money to Your Children?
What’s the best way to leave money to your children? Explore gifting strategies, tax considerations, and legacy planning tips for retirees.
Why You Need a One-Page Financial Summary for Your Family
Most people focus on the big estate planning documents, and for good reason, they’re essential. But what your family will really need right away is a simple, one-page guide to your financial life.
Who Actually Needs a Living Trust? (And Who Doesn’t!)
You’ve probably heard that you need a living trust—but is that really true?
Let’s talk about why that may or may not be the case.