Ensuring Your Health Care Wishes: Estate Planning Essentials
Creating advance directives, including a living will and a medical power of attorney, will ensure your healthcare preferences are followed later in life. Estate planning comprises several different areas, from estate taxes to legal documents to trusts and wills. However, one important area you can’t ignore is healthcare. You never know what the future will bring as far as medical needs and associated costs. Preparing now will make it easier for you...
How Oil Prices Impact Inflation, the Fed and Markets
The stock market has become increasingly jittery with the S&P 500 experiencing its first 5% pullback of the year. The possibility the Fed could delay its first rate cut, declines in technology and artificial intelligence stocks, and tensions in the Middle East have all contributed to the market swoon. In uncertain market environments such as these, investors should remember that short-term market declines are a natural part of investing. Rather...
Your Guide to Drafting a Will
A will is a foundational component of estate planning. Discover key elements to include and how to designate an executor. When you’re starting the estate planning process, one of the first and most important steps you’ll take is creating a will. Many of us put off will creation because it sounds daunting, and we don’t want to consider the unpleasant thought of what will happen when we’re gone. But, drafting a will...
Unlocking Financial Success with Essential Investment Strategies
How can you prioritize growth, tax minimization, and low risk with your investments? This guide walks through wealth management strategies to help you unlock financial success. Achieving your financial goals starts with a dedicated, effective wealth management strategy for saving and investing. With changing tax and financial laws, and all the options you have as an investor, it’s hard to navigate the complex world of investments. With the right tools and knowledge,...