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School of Financial Planning

Senior Ladies Hiking the Countryside

What Women Shouldn’t Retire Without

Women typically live longer than men, so they especially need to make wise decisions when it comes to claiming their Social Security benefits, investing and spending their retirement nest egg. This article provides some insights to consider.

Early Retirement - Next Exit

The Retirement Mindgame

Planning on retiring early? Your perceived retirement date could have a significant impact on your financial well-being. This article provides some insights on things to consider if you are targeting an early retirement date.

Estate Planning Checklist

An Estate Planning Checklist

Here’s a simple Estate Planning checklist, but do-it-yourself is not recommended. Join us on May 15, 2018 from 5:45 to 7:30 PM at the Birmingham Botanical Gardens as Lynn Campisi, J.D., LL.M, a Certified Elder Law Attorney, will be our guest speaker on Estate Planning.

Estate Planning written on a notebook by a pen and a house

The Importance of Equitable Estate Planning

Confused about how your estate planning documents should be drafted so that you have an equitable division of your assets? This article provides some insights.

Estate Planning - Probate - Wills - Trusts - Power of Attorney

Talking to Your Heirs About Your Estate Plan

Only 42% of Americans have drawn up a will and estate plan. Far fewer have shared these documents with their heirs. What about you? Are your estate planning documents in place and up-to-date? Do your heirs know where they are and what steps to take at your passing? Read this article to find out if you are prepared.

what to keep? shredded paper with "confidential"

What Documents Should You Keep for the IRS?

As you were gathering your records to prepare your 2017 taxes, you may have wondered exactly what you need to keep and for how long. This article provides some guidance.

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