Communication is fun, isn’t it? We have a running joke (even though it’s not a joke) in our house that my wife can’t remember the master password to the password keeper we have. Come on! To be fair, I can’t remember her birthday most of the time so we’re even. This does present quite a […]
No Loose Ends – Leave Clarity, Not Clues Read More »
If you read any articles, you’ve seen plenty about this subject. No, I’m not talking about football this time—Go Vols! I actually wanted to give you some big-picture questions to ask yourselves before you get too far down the road toward retirement. Don’t worry, I’ll keep it short. 1. Retirement versus financial independence: what’s your goal? This is a
The Playbook for Retirement: Goals for a Winning Exit from the Workforce Read More »
Parents may not like to dwell upon their untimely deaths, but creating a will now will help ensure your family’s finances. A will is a legal document that specifies how to distribute your assets and investment accounts to your family and others should you die. It’s important to understand what a will can do as
Protect Your Financial Legacy With a Will Read More »
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