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Do You Have Your
Estate
in Order? |
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by Gene Walden
Financial planning and investing may be the core of a comprehensive retirement plan, but estate planning is an important component of the process that also needs to be addressed. Not only will it help you map out an efficient and effective way to pass your assets onto your heirs and your favorite charities, it can also make life easier for you while you’re still alive.
The will is the centerpiece of an estate plan—and probably the best place to start—but there are other elements you should also consider that go well beyond the will.
For instance, you might find it helpful to set up a trust, which is a legal document that gives you the ability to set aside assets to be given to your beneficiaries when and how you dictate. There are many types of trusts that give you great flexibility in the way your assets... MORE
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| CLICK HERE to get your free copy of our 24-page retirement booklet, “Planning for Retirement – Strategies for Your Life, Your Finances, and Your Future”. In this booklet, you’ll learn more about strategies and options for your future. |
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CLICK HERE for your FREE Financial Review. Because we place such a high priority on mutual trust in our client relationships, we offer this free analysis to help us both decide if we are a good fit. |
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Financial Planning:
Hiring a Financial Planner
Hiring a financial planner, however, can be a challenge in itself. You should ask several basic, but critical questions to get a feel for the quality of the service you... MORE |
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Retirement Planning:
Income Investing and Taxes
If you’re looking for income with your investments, it’s important to remember that the investment with the highest stated rate of return may not necessarily put the most money... MORE |
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Mortgage Tips:
Reverse Mortgage – Your Real Estate Retirement Account?
Many retired homeowners may benefit from a potential source of retirement income, which we refer to as “Your Real Estate Retirement Account”. You may know it as... MORE |
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Insurance Insights:
Get the Facts on Long-Term Care Insurance
Making informed decisions regarding long-term care insurance is critical to financial health and peace of mind in retirement. It’s never too early to consider the advantages of long-term... MORE |
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Investment Management Updates:
So What is the FED?
If anyone has picked up a financial paper or read the business section lately, you have become accustom to reading about the FED, Discount Rates, Overnight Rates, and Open... MORE
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Thoughts from Bruce Helmer:
A Debt Like No Other
If you have incurred inefficient debt, one method of eliminating it is to transfer the debt to your home equity. Many people are reluctant to use their home equity to consolidate other debt... MORE |
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Sudoku Puzzle:
When you play sudoku you qualify to win a FREE $25 Gift Card for any participating T.G.I. Friday’s restaurant. This month's puzzle... MORE |
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Upcoming Events:
As most of you know, one of our main goals is to educate our clients and our community. We look forward to seeing you at an upcoming seminar... MORE |
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Iowa: West Des Moines – North Dakota: Fargo |
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