My last two blogs have been on Heritage Planning and last week we looked at some thought provoking questions to consider. This week we will cover the first 6 of the 12 Elements of Preserving Family Wealth.
Are you planning to retire within the next 5 years? Will you need to decide between a lump sum payout or a monthly pension amount? Do you worry if you’ll outlive your current retirement savings and if you have enough? Do you wonder what you’ll do with the time you’ll gain once you retire from [...]
Maybe. Maybe Not. By Bob Barber I’m reading a fantastic book right now called “The New Retirementality” that I learned about at a national Christian financial conference in Orlando, Florida. This book exposes a myth we have come to believe in America: when we obtain a certain age like 65, we should retire, and retirement [...]