Developing A Financial Fitness Program

Patrick McNally Academy, Income Planning, Insight Investing Articles, Insurance, Investing, Investing & Planning, Life Insurance, Retirement, Retirement Plans

Most of us know it is smart to save money for those big-ticket items we really want to buy, a new TV, a car, how about a house? You may not realize that probably the most expensive thing you’ll ever buy in your lifetime is your retirement.

How Your 401k Could Benefit Your Children

Kevin Wray Academy, Estate Planning, Finance 101, Income Planning, Insight Investing Articles, Investing & Planning, Kids & Young Adults, Life Events, Marriage & Divorce, Retirement, Retirement Plans, Risk Management, Trusts, Wills

How can your 401k benefit your children? Learn some techniques on how to give pass your 401k to your heirs with the least amount of tax as possible.