Protect Your Assets with These 5 Estate Planning Tips
According to a report from the Center on Wealth and Philanthropy at Boston College by John J. Havens and Paul G. Schervish, an estimated 59 trillion dollars will be transferred from 116 million households between 2007 and 2061. We have entered the greatest wealth transfer in history, so now is an excellent time for estate […] The post Protect Your Assets with These 5 Estate Planning Tips appeared ...
Financial Planning in Your 40s: 3 Handy Tips
Your 40s are the prime age to conduct financial planning for both you and your family’s future. By this time, you should be saving for college for your children, contributing money regularly to a retirement plan, and possibly moving into a larger home. While experts say that every plan is different for each person, the […] The post Financial Planning in Your 40s: 3 Handy Tips appeared first on AOG...
Beware of these 4 Common 401(k) Mistakes
A workplace 401(k) retirement plan can be a great tool to help you prepare for retirement. But only if you know how to use a 401(k) and take advantage of all it has to offer you. You can make this happen by avoiding some of the common 401(k) mistakes people make. As a leader in […] The post Beware of these 4 Common 401(k) Mistakes appeared first on AOG Wealth Management, Inc..