invest for retirement

Save and Invest Without Even Thinking About It

Automate your retirement planning and wealth-building approach. Build your emergency fund with automatic transfers. Practically any bank or credit union can arrange daily, weekly, or per-paycheck transfers of money from a checking account into a savings account, or split your incoming paycheck into percentages going to both accounts. Try some apps. Apps like Qapital subtly

living wills and advanced health directives

Advance Health Care Directives

Also known as a living will, personal directive, advance directive or advance decision. Planning ahead for future health care decisions is an important step for you, your family and/or loved ones. In the event of a major health event, where you may be unable to communicate, an advance health care directive provides medical instructions that

generational wealth management arizona

Family Wealth Management: Tips for A Successful Transition Between Generations

Key Points Develop a family financial map Communicate early and often  Be clear about your expectations and values  Introduce your heirs to your financial advisor  Avoid this unfortunate inheritance situation It’s not an uncommon scenario: The parents pass away and leave the family home to the children, Joe, Bill and Marie. Joe wants to keep