As you continue to save, is there a preferred order that should be followed when placing those dollars into different account types? While the answer is often dependent on a person’s unique situation, we offer guidance that can apply in most cases.

A Letter of Last Instruction is an important document to prepare which will help your family find important information when you pass on. It can save survivors the burden of scrambling to find information during the difficult time of grieving.

Real financial planning is the ongoing process and is not the “formal” financial plan. As President Dwight Eisenhower once said “plans are nothing; planning is everything.”