An Important Lesson from The Queen of Soul Aretha Franklin died without a will, leaving a fortune estimated at $80 million. You may not have an $80M estate like Aretha Franklin did, but you don’t need $80M for estate planning to be important. When a person passes without having a valid will, his or …
Mutual Fund Distributions & Your Tax Return Like many, you might be awaiting a 1099 form so that you can file your 2017 tax return. In the first months of 2018, we saw equity returns diminish, but the market correction in early February was expected and needed. You may be asking yourself, “what effect will …
10 Things to Consider When Planning to Transition into Retirement
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