Estate Planning for the Young, Single, and Not So Rich

October 27, 2011

When we think of estate planning, we usually think of something that only older, wealthy people do. After all, how many of us think of ourselves as even having an “estate” to plan? The fact is that if you own anything at all, you’ll have an estate when you eventually pass away. The only question is what will happen to it. Continue reading “Estate Planning for the Young, Single, and Not So Rich”

Should an Employee Buy Life Insurance with Their Retirement Plan?

May 24, 2011

I recently got a call from an employee who wanted to know if it made sense to use some of his retirement plan funds to purchase a life insurance policy. My answer to him? “Let’s walk through the pros and cons.” Continue reading “Should an Employee Buy Life Insurance with Their Retirement Plan?”