Author: Jaclyn Ford-Grella

Investing in real estate with an IRA can be a smart way to handle your retirement funds. An IRA, or Individual Retirement Account, is a place where you can save…

A trust is a legal setup where one person or a company (the trustee) holds and takes care of property or assets for someone else's benefit (the beneficiary). Think of…

Choosing to name a trust as a beneficiary for your Individual Retirement Account (IRA) is an important decision with several benefits. It's a way to ensure that the money you've…

Estate planning is a crucial aspect of financial management that allows individuals to ensure their assets are distributed according to their wishes after passing. One popular estate planning tool is…

When you think about saving for retirement, a self-directed IRA might be a powerful tool to consider. Unlike other retirement accounts, a self-directed IRA allows you to choose from investments like real…

Designating a beneficiary for one's Individual Retirement Account (IRA) is a critical...

In life's journey, many individuals accumulate assets, build legacies, and cherish...

Before delving into the checklist, grasping the essence of estate planning is pivotal. At its core, estate planning is about...

When planning one's estate or securing assets, understanding the types...

Managing individual finances can be challenging in the hustle and bustle of daily life. However, the intricacy multiplies...