America’s “middle child” generation, otherwise known as Generation X, is on the cusp of a new financial stage. Nearing retirement or heavily focused on building their retirement funds, those born between 1965 and 1980, have shifted their focus from day-to-day expense planning to building a portfolio that will carry them through retirement and other life changes.
History does not repeat itself, but it does rhyme.
Accepting the role of trustee comes with an abundance of responsibility, especially when it comes to a special needs trust (SNT). The trustee’s duty is to oversee the investment, administration, and distribution of the trust. When broken down this means the trustee is owning responsibilities like paying bills, filing taxes, maintaining records, and ensuring the trust is growing through diverse investments. While some can look to a family member to act as the trustee, some turn to a professional fiduciary who is experienced in the nuances of special needs trusts.
Benjamin Franklin said that “nothing can be said to be certain, except death and taxes.” This adage holds especially true after the passing of a loved one,...
Nearly 1 in every 4 Americans kick off the new year by making a new year’s resolution. Living a healthier lifestyle, by way of diet and exercise, has...
On the football field, nowhere is trust more important than at the quarterback position. With every snap, a quarterback puts his own career and health on the...
Parents of children with special needs often become fantastic jugglers. They juggle their child’s medical care, education progression, and become a...
Millions of Americans are feeling the tangible effects of increased pricing on everything from strawberries to interest rates. In the throes of a global pandemic, inflation has accelerated in recent months prompting Americans to take stock of their day-to-day purchases and pushing the Federal Reserve to reassess their strategy for the new year. Already in the first few days of this year, the 10-year treasury rate has gapped to an eight-month high and mortgage rates are back to their highest levels since the spring of 2020. What more can we expect from the impact of inflation in the new year?
I’ve been down this road before
And yeah I skidded but forget it.
~ Drake
Your ability to save and invest will determine your financial security in retirement. But for many Americans, saving goals often go unfulfilled. More than ...