What are the 4 investment pillars? Do I have to choose one pillar over the other for my investments? How can I turn my retirement savings into income for life?
Should your savings be exclusively be in IRAs & 401(k)s? Is retirement really the end of the road? Should bonds be the only investment for retirement income
What exactly makes up a complete estate plan? What can happen if you don't have any estate documents. Is there a right age or time to start putting together an estate plan?
The importance of having a plan in place. Do you both know how to take care of the bills, know passwords and usernames for financial accounts? Do you know how much income will be available when one spouse passed?
Everyone can benefit from having an estate plan, regardless of your age. Direct how your property will be distributed. Why it's important to have a written estate plan.
