A 401k plan participant leaving an employer typically has four options (and may engage in a combination of these options): Roll over assets to an IRA Roll over the assets …
Financial Planning in your 40’s
If you are a consistent planner for the future, then you should have been in an excellent financial position when you touch your 40’s. Most of us, however, are not. …
An Overview of the Arizona College Savings (529 plan) Program
The Arizona Family College Savings Program (529 Plan) forms the Section 529-College Savings Plan. It falls under the sponsorship of the State of Arizona utilizing the Arizona Commission for Post …
Estate Planning for Those Living in Blended Families
Today majority of blended families live together peacefully without any issues. However, what if one spouse dies suddenly? How are the biological children of the deceased spouse placed in terms …