Estate Preservation
The Retirement Shift: Why Your Strategy Must Change as You Approach Retirement
As retirement draws closer, many people experience a shift—not just emotionally or mentally—but financially as well. This shift requires more than simply saving and hoping your portfolio grows. It’s what…
Read MoreA Balanced Look at This Investment Strategy
The “Sell in May and Go Away” strategy is a well-known adage in the investment world, suggesting that investors should exit the stock market in May and return in November…
Read MoreWho’s the Real Beneficiary of Your Hard Work? Estate Planning Mistakes to Avoid in 2025
Estate Planning Mistakes to Avoid in 2025 – When we hear the term beneficiary, most of us instantly think about who’s going to inherit our money or property when we…
Read MoreMarket Volatility, Retirement Strategies, and the Power of Purpose-Driven Living
Welcome back to the Dream Retirement Podcast! After a short break, we’re excited to resume our discussions on financial security, retirement planning, and investment strategies. In this post, we’ll cover…
Read MoreThe Fed Move, Election Implications, and More
The Fed Move, Election Implications, and More As a parent, I recently talked with my son about the importance of consequences. If you don’t complete your schoolwork, no treat…
Read MoreFirst Friday Focus: Estate Planning 101
The Basics of Estate Planning, with Nels Donovan Estate planning can often seem like a complex and distant concept, but in reality, everyone has an estate plan. The key question…
Read MoreAsset distribution plan
Asset distribution plan We’ve been talking this summer about the three different kinds of parts or aspects of an estate plan. The first is taking care of people, your loved…
Read MorePrepare for incapacity
Prepare for incapacity: In part one, we touched a bit about things that are important if you become incapacitated, but the main focus revolved around taking care of your loved…
Read MoreEstate Planning Spotlight – Taking Care of Loved Ones
Estate Planning Spotlight – Taking Care of Loved Ones This topic obviously encompasses young children but can truly expand to include grandchildren or your surviving spouse. We live in a…
Read More3 Ways to Use Life Insurance In Your Estate Plan
When I was younger, I loved playing the game of life because it was unpredictable, just like life. In the same way, we never know what unexpected events might occur…
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