EDUCATIONAL RESOURCES FOR RETIREES
Estate Planning Essentials: How to Protect Your Legacy and Your Loved Ones
Thinking about the future can be tough, especially when it comes to topics like mortality. However, planning ahead is important. After all the effort you’ve put into building your wealth and assets, it’s only natural to want to make sure everything is handled the way you’d like when you’re no longer able to manage it yourself. Estate planning lets you spell out your wishes and makes certain they’re followed. Plus, it helps avoid potential family disputes and keeps your financial matters private. If you haven’t started yet, now’s a good time to think about these six estate planning steps
The Pros and Cons of Annuities in a Retirement Portfolio
When building your retirement portfolio, it’s important to explore a variety of financial tools, and annuities often come up in these discussions. Understanding annuities is crucial because they can serve as both an asset and a potential source of income throughout your retirement. However, like any financial product, annuities have their own set of pros and cons. Some people appreciate the steady income they provide, while others find the fees or lack of liquidity a drawback. In this article, we’ll break down how annuities work and explore the different types, so you can decide if incorporating them into your
Assess the Strength of Your Small Business’s Financial Health in Five Steps
Running a small business demands a lot of dedication, with much of your time spent managing daily tasks and keeping things running smoothly. With all that on your plate, it can be tough to focus on the bigger picture—especially your small business financial health. Yet, staying on top of your business’s financial well-being is crucial. In this article, we’ll outline five practical steps to help you evaluate the financial health of your business, so you can make adjustments when necessary and stay prepared for future growth opportunities.
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Join John Halterman of Beacon Wealth Management for insights on wealth management, retirement, and smart financial strategies to help you build a confident future.
