Tag Archives: financial advisor
The death of a spouse can be one of the most devastating events in an individual’s life. Not only must surviving spouses cope with the emotional, mental and physical turmoil of their crushing grief, but they will also face a tsunami of legal and financial decisions, including the responsibility to pay their bills, keep the […]
With the end of the year around the corner, you have a limited amount of time to maximize your retirement savings opportunities in the most tax-efficient manner. Following are some steps to consider taking before December 31. Max out your contribution to a workplace 401(k) retirement plan. For 2024, the maximum amount you may defer […]
Probate refers to the legal process of settling an individual’s estate after their passing and distributing their property and assets to heirs and other named beneficiaries. Generally, the court will follow the directions contained in a decedent’s will when deciding how to distribute assets to beneficiaries and name guardians for minor children. However, when a […]