Estate Management 101
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
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A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Heading into retirement with confidence is easier if your planning includes steps to minimize taxes, especially as it relates to health care planning.
Financial planning often doesn’t take place on a beach. But the next time you find yourself there, try this experiment, courtesy of management and motivational guru Stephen R. Covey: You’ll need a mason jar and an assortment of big rocks, smaller gravel, sand, and water.