Pros + Cons of DIY Will
Charlie wants to be sure you know the pros and cons of a do-it-yourself will.
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Charlie wants to be sure you know the pros and cons of a do-it-yourself will.
Thinking about your parents aging and losing independence is a hard thing to think about – but often times it is inevitable.
The COVID-19 pandemic hit hard in early 2020, and it continues to remain prevalent as we near the end of the year. Whether you’ve just recently retired, or it’s coming up in the next few years, it’s likely the virus has brought about some financial uncertainty regarding your readiness for retirement.
Often times when people walk into retirement, they face a mourning of their past identity. James pulls ideas from Viktor Frankl’s book Man’s Search for Meaning about identity, purpose, and each person’s meaning of life.
Headlines regarding the financial impact of the pandemic can be intimidating for those in retirement.
If your company is going through transitions, be sure to pay attention to what will happen to your 401k. James explains more about what options may be best for your financial circumstances.
James shares a few ways the federal monetary policy could affect your future.
Stick with the plan and mentally prepare yourself for when the market inevitably takes a downturn.
Planning for your taxes now can lead you down the path towards a tax-efficient retirement.
In many cases, there are ways to avoid owing more taxes – but usually, this requires proactive action beyond tax season.
Living a Rich Life: The No-Regrets Guide to Building and Spending Wealth, by James Lenhoff
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