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Your Legacy

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How do you want to be remembered? A lack of planning will cause chaos, fighting and discord among your loved ones after you are gone. But it doesn’t need to happen. Prepare your estate and leave with the peace of mind that all is well.

This section will help you discover what steps you need to take for the future. From ensuring you have the correct beneficiaries to the organization of documents such as wills and advanced directives, the more you plan the better your friends and family will appreciate what you have done for them.

closeup image from an upper back angle of a man driving a standard American vehicle

9 min listen now

Investing, Your Legacy

The Truth About the Uber IPO

Tune into this episode of Better Money Decisions to learn why well-known companies, despite gaining popularity, aren’t always the safest or most profitable investment.

18 min listen now

Financial Planning, Investing, Thinking About Retiring, Your Legacy

Why Financial Education is Worthless

Kate Stalter | Posted Apr 5

10 min listen now

Financial Planning, Investing, Thinking About Retiring, Your Legacy

Is It Harder Than Ever to Retire?

Kate Stalter | Posted Apr 2

5 min read read now

Financial Planning, Investing, Thinking About Retiring, Your Legacy

Good News for Retirement Investors

Kate Stalter | Posted Mar 22

10 min listen now

Financial Planning, Investing, Your Legacy

The #1 Reason You Can’t Retire

Kate Stalter | Posted Mar 21

11 min listen now

Financial Planning, Investing, Your Legacy

How to Become a Better Investor: Part 6

Kate Stalter | Posted Feb 26

8 min listen now

Investing, Tax Strategy, Your Legacy

How to Become a Better Investor: Part 3

Kate Stalter | Posted Feb 18

35 min listen now

Financial Planning, Investing, Your Legacy

How to Be a Philanthropist with Arlene Cogen

Kate Stalter | Posted Jan 10

3 min read read now

Already Retired, Tax Strategy, Your Legacy

The Bodacious Benefits of a Donor Advised Fund

Lorraine Ell | Posted Nov 29

5 min read read now

Already Retired, Blog, On Your Own, Thinking About Retiring, Your Legacy

What Are Some Things To Consider In Estate Planning?

Lorraine Ell | Posted Nov 14

3 min read read now

Thinking About Retiring, Your Legacy

Avoid These Three Common Financial-Planning Pitfalls

Kate Stalter | Posted Oct 30

Want to be sure you’re avoiding common pitfalls?

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