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Estate planning is vital for safeguarding your legacy and assets. Our concise estate planning checklist is designed to guide you through the steps necessary to ensure your estate is managed according to your wishes.This checklist covers:
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When it comes to personal finance, effective budgeting is key. The ABC Budget automates your budgeting cashflows so you can make better money decisions. By automating what you can and tracking the rest, you’ll create a smart budgeting design.
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Trusts are flexible and powerful legal entities you can use to gain control over your wealth. From charitable giving to tax mitigation strategies, trusts can achieve a wide range of asset management goals. There’s only one problem: How do you set one up?Setting up a trust can be complicated, and designing a trust in the wrong way can have expensive consequences. In this handout, you’ll learn how to set up a trust to secure your financial legacy.This handout explains:
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There are 3 common-sense things you can do to protect your retirement wealth from unexpected challenges like a financial crisis, health problems, an accident or family emergency. In this guidebook, you’ll learn:
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Could you be more confident about your retirement plans? You’re not alone. Women face unique challenges regarding retirement planning, including longer life expectancy and earning gaps compared to their male counterparts.Wouldn’t you rather feel empowered because you know your financial future is secured?
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You may have thought about your goals for the future—like retiring early or buying a vacation home—but what about further down the road? What happens to your assets when you’re gone? What happens to your loved ones? How can you be sure that your spouse is financially secure when you die? These are essential planning questions to ask, but the uncertainty surrounding them can often leave us with more anxiety than confronting our own mortality.
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At its core, legacy planning is about life and death, family and community, and love and values. When you think about your legacy, there can be a lot to consider. What does it even mean to leave behind a legacy? And how can the estate planning decisions you make today impact the legacy you leave when you’re gone?This eBook will help you think about what it means to leave a legacy, as well as provide some considerations for creating an estate plan, including:
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Are you confident that you’re maximizing your non-cash compensation? As your career flourishes, you gain access to different types of compensation, like incentive stock options (ISOs), restricted stock units (RSUs), and more. These can add complexity to your financial plan year after year. Deciding when and how to take advantage of your unique compensation plan is a complicated process, and it can be easy to get tripped up if you don’t know what to look out for.
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Why focus on retirement tax planning?Simply put, the realities of retirement have changed—drastically. High inflation means higher cost of living, and taxes can consume a significant portion of your retirement income if you don’t have a plan. If you want to maintain your lifestyle in retirement, these tax-efficient retirement strategies can help you stay on track.
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It’s no secret that the prices of goods and services have risen over the years. From 1980 to 2019, the average cost of a movie ticket more than tripled from less than $3 to over $9. And from 1998 to 2022, the average price of a gallon of gas in the U.S. jumped from just over a dollar to around $5.There are many factors affecting the price of gas in 2022. But something that affects the price of everything—from movie tickets to groceries—is inflation.
