9 min read
What Happens to Your 401(k) When You Quit Your Job?
It was the end of 2008. After a long time contemplating it, I finally pulled the trigger.
I gave my supervisor my...
You may have heard the saying "a legacy is what you leave behind." That's so true! You should think about your family and how they'll be affected when planning for an estate plan. Leave a lasting impression by creating strategies that keep loved ones close, allow them to grow into successful adults with their own dreams & goals - all while maintaining stability in tough times
A good way forward could include setting up trusts or even designating someone as guardian so one person can live comfortably but isn't overwhelmed (guardian angel). Your plans will ensure everyone gets along well no matter where life takes us
Who can doctors discuss your medical information with?
If you're incapacitated, who should be able to direct your assets without court approval?
What will happen if you’re unable to make your own medical decisions?
Does your estate plan, medical power of attorney, or trust include the possibility of dementia?
If you have a loved one with special needs, how can you pass assets to them without jeopardizing government benefits?
Does your estate plan include your stepchildren?
Does your estate plan protect your significant other or other family members?
Are the assets in your estate protected from your beneficiaries’ creditors?
This is the time to plan for your future. The earlier you begin, the more your wealth can do for you.
It's never too early to start planning for your future! The earlier you get started, the more opportunities are available and open up in life—and they can do wonders.
Feb 8, 2023 by Opher Ganel.
It was the end of 2008. After a long time contemplating it, I finally pulled the trigger.
I gave my supervisor my...
Jan 30, 2023 by Opher Ganel.
FIRE, the acronym for Financial Independence, Retire Early, connects with many people’s dream of “firing” their boss....
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Financial planning is complicated. Developing an investment strategy, creating an estate plan, ensuring proper risk...
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Taxes. It’s hard to think of a more reviled aspect of our government.
When I first met him, a friend was diffident...
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Are you tired of living paycheck to paycheck? Do you want to achieve your financial goals but don't know where to...
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Meeting with a financial advisor can be a daunting task, especially if you're not sure what to expect or how to...
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