The 2019 Inheritance Checklist

The 2019 Inheritance Checklist

Inheriting a large sum of money can be exhilarating.  After the initial excitement wears off, a large inheritance may prove slightly overwhelming as well.  Inheritances can move people into entirely different financial situations than what they may already be...
Your Inheritance, Your Happiness

Your Inheritance, Your Happiness

Giving makes us feel good inside.  From giving someone a compliment to making a large charitable donation, it can create a sense of joy knowing we’ve made a positive impact.  For many, the desire to give is innate.  Acclaimed motivational speaker Zig Ziglar once...
Inheriting a 401(k)

Inheriting a 401(k)

What You Need to Know Inheriting a 401(k) Picturing an inheritance, it can be easy to imagine a lump sum payment, free from complications and of course, taxes. In reality, the typical inheritance tends to be much more complicated. More than just an estate, an...
Shaping a Money Mindset

Shaping a Money Mindset

Make It Last Keeping Your Inheritance We are each our own personal banking institution. Money, with a face value determined by the Treasury, enters our vaults where that value may then be subject to change. Money can be funny; quantity and value often enjoy an inverse...
Six Steps for Managing a New Inheritance

Six Steps for Managing a New Inheritance

An inheritance can combine two of life’s greatest challenges: money management and the loss of a loved one.  They are uniquely bittersweet, often balancing serious personal grief with significant financial gain.  An inheritance, even for those expecting one, can...

Cheat sheet for creating a personal financial plan

Taking control of personal finances is one of the best ways towards jump-starting financial success. For many ready to start creating their financial future an abundance of investment options, challenging tax laws, and more leave them scratching their heads, unsure of...