by Phillip Rademacher | Aug 11, 2022 | Retirement Planning
It can be difficult for many people to decide when they want to retire. Although many are forced into retirement due to illness, caretaking responsibilities or losing a job, others are able to choose when they retire. The problem arises when you are resistant to the...
by Phillip Rademacher | Aug 4, 2022 | Financial Planning Basics
A divorce can be a trying time in many people’s lives. With all of the emotional turmoil that is common during a divorce it can be difficult to concentrate on all of the financial changes that are occurring as a result of your divorce. However, it is important to...
by Phillip Rademacher | Jul 22, 2022 | Estate Planning
Although talking about your parents’ eventual death may not be a great subject to bring up at the family dinner table, it is still essential to discuss estate planning with your parents. Failure to talk about how to administer your parents’ estate can result in...
by Phillip Rademacher | Jul 8, 2022 | Financial Planning Basics
Are wealth advisors worth it? Let’s be honest; not everyone understands personal finance management or knows how to take advantage of experts to capitalize on their wealth. Deciding whether to get hold of a wealth advisor or manage investments on your own is indeed...
by Phillip Rademacher | Jul 1, 2022 | Military Financial Planning
Serving in the military can be a rewarding experience and can bring a sense of pride in knowing that you have done what you can to serve your country. Your service deserves to be commended! However, it would be a shame if after spending many years in the...
by Phillip Rademacher | Jun 17, 2022 | Financial Planning Basics
Financial management is a complex skill, and although most people believe they know what to do with their money, the truth is different. Getting a finance professional to help you manage your funds in a better way is the only way to ensure that you make the most of...
by Phillip Rademacher | Jun 3, 2022 | Estate Planning
When setting up a trust, you need to figure out its purpose, find trustees, and have enough funds for it. And it’s likely that you already know the beneficiaries. The expense of setting up a trust varies as you have to transfer your...
by Phillip Rademacher | May 13, 2022 | Estate Planning
Estate planning for many people is mostly about making sure the future generations are taken care of. There are various methods for doing this through an estate plan. One effective option is through utilizing some type of trust-based strategy. If you are looking to...
by Phillip Rademacher | Apr 22, 2022 | Estate Planning
Trusts are accounts that act as legal entities. These accounts are used to transfer wealth and assets from one person to another. The person who owns assets (grantor) puts them in the trust and gives control to another person (trustee) to manage the assets. The...
by Phillip Rademacher | Apr 15, 2022 | Financial Planning Basics
It is a good idea to be vigilant of symptoms that may suggest that you are experiencing too much stress since this can lead to more serious illnesses. You can have all the money in the world but it means nothing without your health. This is why it is important to take...
