The Problems from Dying Without a Will

Referencing the passing of Aretha Franklin, MarketWatch notes the problems from dying without a will: https://tinyurl.com/y9mjp8yn

Save & Invest Even if Money Is Tight

For millennials, today is the right time. Provided by Kenneth Hagel If you are under 30, you have likely heard that now is the ideal time to save and invest. You know that the power of compound interest is on your side; you recognize the potential advantages of an early start. There is only one

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Starting a Roth IRA for a Child or Grandchild

This early financial decision could prove profoundly positive over time. Provided by Kenneth Hagel Do you have a child or grandchild earning some income? Indirectly, that after-school or summer job might present a savings opportunity for that teenager. You could help your child or grandchild save for future goals by assisting them to create and

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Did You Know

Why Having a Financial Professional Matters

A good professional provides important guidance and insight through the years. Provided by Kenneth Hagel What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long lasting. A good

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Legislative Update

SUMMER 2018  Recent Developments Presented by Kenneth Hagel. Tracking legislation that may impact your business, your estate, your retirement, or your wallet.   Tariffs on imported metals from European Union, Mexico, and Canada now in effect. On June 1, the U.S. applied 25% excise taxes on steel imported from these trading partners and 10% tariffs

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Happy 4th of July / God Bless America

Who Is Your Trusted Contact?

This vital investment account question should be answered sooner rather than later. Provided by Kenneth Hagel Investment firms have a new client service requirement. They must now ask you if you want to provide the name and information of a trusted contact.1 You do not have to supply this information, but it is certainly welcomed.

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Should You Leave Your IRA to a Child?

What you should know about naming a minor as an IRA beneficiary. Provided by Kenneth Hagel Can a child inherit an IRA? The answer is yes, though they cannot legally own the IRA and its invested assets. Until the child turns 18 (or 21, in some states), the inherited IRA is a custodial account, managed

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Is It Time to Stop Procrastinating About Your Financial Plan?

Some things to think about as you get started with your strategy. Provided by Kenneth Hagel First, look at your expenses and your debt. Review your core living expenses (such as a mortgage payment, car payment, etc.). Can any core expenses be reduced? Investing aside, you position yourself to gain ground financially when income rises,

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