Determine your potential long-term care needs and how long your current assets might last.
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Financial Hacks for Millennials: The Great Wealth Transfer
Have you heard of the Great Wealth Transfer? If you’re a millennial, it will likely be of particular interest to you, as it may involve an inheritance coming your way. But do you know how you would handle a large influx of money? How millennials manage their wealth in the coming years will play a large role In achieving financial confidence.
How Will You Be Remembered?
Estate planning is one of the best ways to leave a lasting legacy to your loved ones.
Planning Your Legacy
Legacy or estate planning is part of good retirement planning. Here are a few things to consider when working on your plan.