Begin With the End in Mind

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Whenever I give estate planning presentations, I like to start with one of the habits featured in Steven R. Covey’s bestselling book The 7 Habits of Highly Effective People: “Begin with the end in mind.” This is really what an effective estate plan does. As we start this new year, it is an opportune time for you to do the same and consider the different ways you can help ensure the efficient transfer of your wealth at your death. Last…

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5 Steps You Can Take Now to Catch Up On Your Retirement Savings

Business

Millions of Americans have been impacted by COVID-19 and its economic consequences. Many workers have been forced to put a hold on new contributions to 401(k) or other retirement savings plans, which has resulted in a big opportunity cost in terms of lost future retirement income. Some pre-retirees have even delayed retirement altogether or had to reimagine their plans to consider part-time work to improve their savings. So, if your retirement savings progress has been sidetracked, don’t panic. It is never too late to re-start saving for money you will need in retirement.

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