Client Relationship Manager, Matt Sheets, CFP®, explains why estate planning is essential even without children, highlighting how a clear plan gives you control over your assets, decision-makers, and legacy rather than leaving those choices to default state rules.
13 Vital Tips for Downsizing in Retirement
One of the hardest decisions retirees have to make is when and how to downsize in retirement. As we age, stairs can become a nuisance and as maintenance and utility expenses rise, it can make sense to transition to a more simplified arrangement for living.
What’s more, many retirees rely on the equity in their home to help fund their retirement and potential medical costs. [Read more…]