Financially Speaking: The Blog
Retirement focused education to help you thrive.
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.