Learning to unpack, unleash legacy
By Joel Dresang
It’s not just vanity. It’s natural to think more about legacy as we age. […]
By Joel Dresang
It’s not just vanity. It’s natural to think more about legacy as we age. […]
By Joel Dresang
there are good reasons for taking Social Security earlier. But the reasons vary by individual, which makes it wise to consult a financial professional who knows your particular situation.
There also are bad reasons for taking Social Security early. Among them: Headlines. […]
Our annual podcast on wise ways for investors to be charitable includes links to other helpful resources. […]
By Joel Dresang
My phone rang at 11:06 on a Sunday night. I glanced at an unfamiliar number from an area code I didn’t recognize. Spam, I thought. So, I ignored it. Then it occurred to me that the call could be from a bank. Who but bank detectives would be trying to reach me now? […]
Dave Sandstrom shares some important federal revisions to recent retirement account legislation. […]
A midyear Money Talk Podcast offers tips on preparing for year-end moves that can benefit investors. […]
By Joel Dresang
Researchers have found that many investors fear mishandling their wealth amid the cognitive deterioration that accompanies old age. And while a seemingly easy solution is to designate someone you trust to take control for you before you lose it, like King Lear, the tricky point is timing. […]
By Joel Dresang
Another reason for investors to plan ahead is to figure out if they can afford “giving while living” – passing along inheritances in advance of death. […]
By Joel Dresang
The thought that startled me early that morning of the funeral was that if something happened to my wife and me on our drive, our children might not know how to access our plans for how our assets should be distributed. […]
“The next morning, the client called back to ask what was going on. She had no idea her email had been compromised and had definitely not requested the funds.” […]
By Joel Dresang
I’ll spare you the details of my misadventures with dental billing. The bottom line: Review your account statements regularly, and speak up about anything amiss. Considering all your effort to earn, save and invest money, you owe it to yourself to scrutinize how it’s spent. […]