How does your ideal retirement differ from reality, and what can we do to better align the two?
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During the COVID-19 pandemic, millions of people have learned to do more with less. Whether you’ve had to bounce back from job loss or spent weeks bouncing off the walls in quarantine, the pandemic experience included valuable lessons about saving money — and better using our savings to protect ourselves and our loved ones. As we approach a post-pandemic reality, these lessons can continue to have a positive impact on our lives and finances.
People develop their relationship with money from a young age. Yet it is never too late to change a bad financial habit.
When’s the last time you reviewed your will? Do you remember your attorney discussing a concept known as the unified credit?