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estate planning

estate planning

Do I Really Need an Estate Plan? (And other questions for attorney Katherine Boyd)

October 18, 2022

When it comes to estate planning, several things usually happen: We put it at the end of our to-do list. We find it uncomfortable to deal with…so we don’t. We… Read More

Categories: estate planning

What Issues Should I Consider During a Recession or Market Correction?

October 3, 2022

recession

Will your cash flow be tight? Do you want to rebalance your investment and retirement accounts? Were you planning to retire in the near future? These are just a few… Read More

Categories: estate planning, Investing, Taxes Tags: recession

7 Ways to Derail Your Investment Portfolio

December 27, 2020

Your investments are properly managed by experts in a well-constructed and diversified portfolio and you are saving at the appropriate rate for your financial goals.  You are all set, right? … Read More

Categories: estate planning, Investing, Planning for Emergencies, Retirement, risk management Tags: adult children, estate planning, Financial Planning, life insurance, long term care insurance, retirement, risk management

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