Keep It in the Family: How to Pass on Money and Assets to Family Members
Creating a plan for how you will pass on money or other assets (anything you own) is called estate planning. Many people think that if they don’t have a lot of money or assets (like homes, cars, and jewelry), they don’t have an “estate.” But the fact is we all have an estate. How you…
Read MoreHow Can People on Government Assistance Save for Retirement?
“Where are the best places for people on state assistance to start saving for retirement? I’m looking for something with low starting balances and low monthly transfers to the account. Do you recommend any financial companies, savings accounts, government-issue bonds, stock market?? I am so confused!” Submitted by Jessica L. I want to acknowledge your…
Read MoreHow do you know if life insurance is a good choice?
“How do you know which life insurance is good for you?” Submitted by Migdalia C. Life (and other) insurance policies are a way to protect your assets. If you think about your decision this way, you’ll have the information you need to make the best decision for you. What are your needs? Consider these questions:…
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