A lot happened in the first quarter of the year. Below, we recapped everything this period brought – as well as what you can expect moving forward.
There are a handful of documents that can be included in an estate plan. While the right ones for you may differ depending on your needs, a will and a trust are two popular additions.
In what’s been dubbed The Great Wealth Transfer, Baby Boomers are predicted to pass on more than $68 trillion to their children.1
The average American will have about 12 jobs during their lifetime,1 which can lead to a collection of workplace retirement plans.