Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
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Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.