Estate Planning

Trusts – Myths and Misconceptions about Estate Planning

2024-04-12T16:07:43-07:00

Trusts are an important part of an overall estate plan, and should not be overlooked For the average investor, setting up a trust with your estate attorney as part of estate planning can make a lot of sense. For wealthy investors, it can be nearly essential. So why then do only 33% of Americans [...]

Trusts – Myths and Misconceptions about Estate Planning2024-04-12T16:07:43-07:00

Estate Planning is For Everyone

2023-09-21T20:13:40-07:00

Hey there, future-focused friends! Let's dive into the wonderful world of estate planning – the ultimate life roadmap to make sure your dreams and wishes are rockin' even after you've left the stage. Okay, I get it, talking about estate planning might not be as exciting as a rollercoaster ride, but trust me, it's [...]

Estate Planning is For Everyone2023-09-21T20:13:40-07:00

Certified Financial Planner Adds to Virtue Team

2024-02-22T15:33:13-08:00

Welcome Ross Allen, Certified Financial Planner (CFP) Plan Manager, LPL Financial In his role as Plan Manager at LPL Financial, Ross supports Virtue Wealth Management where he assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Ross partners with advisors to deliver financial planning support by [...]

Certified Financial Planner Adds to Virtue Team2024-02-22T15:33:13-08:00

Financial Planning – Get the Big Picture for You and Your Family

2022-12-14T11:44:26-08:00

Financial Planning - The Big Picture for You and Your Family Do you picture yourself owning a new home...starting a business... or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag. That's where financial planning comes in. Financial planning is [...]

Financial Planning – Get the Big Picture for You and Your Family2022-12-14T11:44:26-08:00

Time for a Year End Financial Maintenance Check

2022-01-07T10:51:20-08:00

Perform this five-point inspection to help keep your retirement plan’s motor running smoothly Just like with a car, it’s a good idea to perform some annual maintenance on your retirement plan. Here’s a five-point inspection guide to help you continue to get good mileage out of your plan and ensure it stays reliable on [...]

Time for a Year End Financial Maintenance Check2022-01-07T10:51:20-08:00

The SECURE Act: Providing Benefits for Retirement Savings for Employees and Employers

2020-01-15T04:10:41-08:00

The SECURE Act - Top 10 Key Provisions to Provide Retirement Savings Benefits for Employees and Employers Open Multiple Employer Plans / Pooled Employer Plans – The SECURE Act allows unrelated small employers to band together in “open” 401(k) multiple-employer plans (MEPs; also referred to as pooled employer plans (PEPs)). This reduces the costs and [...]

The SECURE Act: Providing Benefits for Retirement Savings for Employees and Employers2020-01-15T04:10:41-08:00

Adding a Personal Backup With a Living Trust

2019-07-25T22:31:13-07:00

The managers of well-run businesses usually name "backups" to keep things going smoothly -- just in case. That's also a smart plan for your personal finances, where you risk experiencing financial losses or other difficulties if you can't make your own decisions because of a long illness or other unexpected problem. You might prepare for [...]

Adding a Personal Backup With a Living Trust2019-07-25T22:31:13-07:00

9 Essential Estate-Planning Documents

2016-12-14T17:05:00-08:00

Estate-planning can be confusing...and boring.  Yet, it is a critical part of your financial plan.  This article is from Nerd Wallet. Dying intestate (will-less) leaves your heirs with a potential mess.  And yet, 61% of Americans die without one, says a recent Harris Interactive poll for RocketLawyer, a legal website. In fact, 28% of us would rather do anything than [...]

9 Essential Estate-Planning Documents2016-12-14T17:05:00-08:00

Navigating Medicare and Medigap Insurance

2016-12-14T17:05:19-08:00

Most adults become eligible for Medicare on the first day of the month they turn age 65. Whether you need to sign up, and how to go about doing so, depends on the type of coverage you select and whether you collect Social Security benefits prior to becoming eligible for Medicare. Medicare Eligibility If you [...]

Navigating Medicare and Medigap Insurance2016-12-14T17:05:19-08:00
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