COME HERE RONA! HEEL, COVI! Prior to the pandemic, The Economist reported Euromonitor anticipated, “…the number of pet cats worldwide to grow by 22 percent between 2018 and 2024, compared with 18 percent for dogs. Cats are better suited to apartment living than dogs, so they are more at home in the densely populated, fast-growing
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Single-family homes had their biggest price increase on record in the first quarter of this year. With many analysts noting the real estate market is “white hot”, it might be helpful to look at a relative comparison of real estate to the other main source of U.S. homeowner wealth - the stock market. The
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Whether you are already retired or are thinking about it, establishing a plan to coordinate both anticipated retirement goals and a plan for legacy assets is critical. Depending on their intended purpose, your assets may need to be managed distinctly differently to allow for a cohesive, successful outcome.
Where to Begin?
When developing (or making changes to) your estate plan for retirement assets, it’s important to first identify your goals: Do you want to leave the bulk of your assets to your kids? Do you have big plans to support charitable causes with your estate?
To achieve your goals in the best way possible, you’ll need to get familiar with how your assets will flow, both for retirement and then to your heirs.