When we are no longer around to look after our assets, an executor is the one who will take ...
Some people are now able to benefit from spousal Social Security schemes as a result of legislative changes. ...
It takes a few harsh lessons to learn what life has to offer, especially if you want to ...
It’s critical that we collectively address our plans. Depending on their ultimate objectives, spouses who inherit an IRA ...
A critical first step in securing your benefits is to create a Social Security account. Though a little ...
Baby boomers frequently ponder how to make a lasting impact on society. What valuable assets can be passed ...
Tax-free distributions of earnings are the same objective for both Roth 401(k)s and Roth IRAs. However, there are ...
Because it brings about so many significant changes, the Tax Cuts and Jobs Act has left many questions ...
We all are interested in collecting our social security, yet most worry about the timing and practicalities. The ...
It is important to have or create a comprehensive caregiving plan that includes economical, thorough planning and health ...
Benefits that are specifically designed for them might be a lifeline for people with special needs. Let’s discuss ...
It is crucial to know and understand where we shall all end up. The question is: When and ...
Each family’s circumstance is unique. However, for certain families, the dependent benefits for children with disabilities play a significant ...
It is frequently debated whether a parent’s actions would come across as empowering or enabling when they give ...
Retirement is a significant life transition and a new stage of life. Given that, we must carefully consider ...
Our personal information is our primary worry in a data breach. Due to the numerous negative things that ...
The cost of living adjustment for the following year is released by the Social Security Administration (SSA) every ...
While inheritance is a big help in financial challenges, it can also result in other issues. We shall ...
Those old enough and close to retiring must have wondered if their savings are sufficient. Lots of people ...
We should all be vigilant about the security of our individual information. ID theft is more likely to ...
A newborn child is a blessing and makes parents and grandparents happy. Yet it’s not always fun and ...
It has been seven years since Congress approved the Bipartisan Budget Act of 2015. It made certain modifications ...
Studies show that when caregivers age, they typically require more time to complete their tasks. The good news ...
The IRA and 401(k) are the two most popular retirement plans. To make sure we are saving in ...
You must be doing plenty of work as a small business owner, and you might be missing a ...
Marriage is not simple. It matters most to have the right kind of conversation. Make it a routine ...
The subject of spousal and survivor benefits for same-sex couples has been put off for a long time. In ...
What we learn from our mistakes can prepare us, including our children and grandchildren for a secure and ...
“Downshifting” enables a much more progressive approach from which employers and employees can benefit. In this article, we ...
Taxpayers might not be able to claim any more itemized deductions because of a large standard deduction. However, ...
When we are no longer around to look after our assets, an executor is typically the one who will take charge. They will manage our investment portfolio, buy/sell choices, bills, and tax returns up until the point at which all of our assets are allocated and passed to our heirs in strict accordance with our will. The issue is that, despite how carefully we arrange our plans, a dishonest executor still has the power to thwart them. Read this article thoroughly and follow the guidelines to find an honest executor.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Bonita K Bell-Andersen, CLU, ChFC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-based financial planning and investment advisory services are offered by FFC, a Registered Investment Advisor in the States of WA, UT and AZ. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State. Bonita Bell-Andersen does not offer tax or legal services or documents.
This is not an offer of sale of securities. All investing involves risk, and particular investment outcomes are not guaranteed. This website is for informational purposes only and does not constitute an offer to sell, a solicitation to buy, or a recommendation for any security, or an offer to provide advisory or other services by our investment manager Matson Money in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful under the securities laws of such jurisdiction. The information contained on this website should not be construed as financial or investment advice on any subject matter.
The videos on this webpage should not be considered investment advice and should not be relied upon as the basis for entering any transaction or advisory relationship or making any investment decision. All investments involve the risk of loss, including the loss of principal. These risks may not always be mitigated through long-term investing or diversification. The presentation may include data, graphs, charts or other material reflecting the performance of a security, an index, an investment vehicle, a composite or other instrument over time (“Performance Material”). Past performance, including any performance reflected in Performance Material, is not an indication of future results. Fees, expenses, taxes and other costs associated with investing will reduce investor returns. Please pay close attention to disclosures provided in the presentation, which provide important information about the material therein.
© 2023 Bonita Bell-Andersen, CLU, ChFC | Site Design by Dragos Design Creative Ltd.
