A Broken Record

A Broken Record | Randee Schoenike   As our children enter adulthood, we hope they remember all the conversations we had about personal finances.  Many financial gurus have written about the principles of financial wellness in their how-to books. The five big ones we always return to with our children are: Always spend less than

Details

Legacy Planning: Designating Your Beneficiaries

Legacy Planning: Designating Your Beneficiaries | Suzanne Himes, CFP® & Steve Carlson   According to the Investment Company Institute, total US retirement assets exceed $23 trillion, mostly in employer-sponsored retirement plans and IRAs. How these assets transfer to the next generation is a very important part of the financial planning process. Typically, these assets will pass

Details