This week on the podcast, Wes is joined once again by David Sax to discuss his latest book, "The Future Is Analog", which was released today. In this episode, Wes and David explore how the digital future we’ve been promised for so long fell flat when the pandemic hit, and what implications that has for how we structure our lives going forward. You won't want to miss it!
This article highlights the important details of student loan forgiveness and what you will need to do to make sure you qualify.
Did you know that you can claim a spousal benefit for social security? We detail a few important situations where you can claim spousal benefits for social security, even if you're widowed or divorced.
This week on the podcast, Wes interviews Certified Financial Planner Bob Bolen. They explore what it means to put money in service to your life as opposed to the opposite, and why this approach leads to better outcomes.
This article covers basic tips on consumer Internet security for National Internet Safety Month.
A living trust may be a powerful tool in your estate planning toolbox. Learn more about what living trusts are and if they make sense for you.
If your ability to pay your family’s monthly living expenses relies upon maintaining your current income, this article is for you. Or, if your future lifestyle needs, wants and dreams—your retirement goals, in other words—depend on your ability to save a certain portion of your income for years to come, then this article is applicable to you as well. Or, if down the road you want to help your children finance their college expenses but have not yet saved enough to meet that goal, continue reading.
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.
Once you have a solid estate and wealth transfer plan in place, it needs to be updated when your life changes. Which specific instances call for an edit? Glad you asked.