5 Reasons to Update Your Will

Once you’ve drafted your will, it’s easy to just forget about it and think you’re all prepared for the future. But often, that won’t be the case, as there could be several events that occur during your life that will make it necessary for you to update your will.

Having a will in the first place is a good start, … Read more

Essential Estate Planning Documents

Forming an effective estate plan can involve many documents. These essential estate planning documents can fall into several categories including

  • Personal
  • Financial
  • Medical documents

Some may require the assistance of an estate planning attorney for consultation or preparation. Others will simply require that you have them readily available when needed.

Let’s examine some of these items to see which may … Read more

Jason Thomas

Can Market Predictors Make You a Better Investor?

Larry Swedroe, Director of Research at Buckingham Strategic Wealth and columnist at ETF.com, talks about how his views on active vs. passive, the value premium, market predictors and expected returns held up since he wrote his first book 20 years ago – and how he feels today about global diversification and alternative investments. Plus, Joe and Big Al Read more

Guest:  Larry Swedroe Larry Swedroe

Podcast #170
What Should Be Included in a Will?

What Should Be Included in a Will?

In its most basic form, a will is a document that states what you would like to happen when you die. There are some things that should be included in a will as well as a few things to avoid. As with any legal document, you’ll want to rely on the guidance and assistance of your attorney. It is important … Read more

Jason Thomas
Estate Planning Costs

How Much Does Estate Planning Cost?

Those of you who are considering planning for your estate may wonder how much to budget for the cost of assorted services including but not limited to drafting related documents.

Tasks with Little or No Associated Costs

Although many of the estate planning tasks you engage in will have associated fees, it is important to mention those related tasks that … Read more

Jason Thomas
Why Estate Planning Is Important

16 Reasons Why Estate Planning Is Important

Despite the fancy-sounding title, estate planning is not just for the rich and wealthy. In fact, the term “estate” might not mean what you think it does at all.

When it comes down to it, deciding who will inherit your estate is a big decision and an important part of life planning. Smart estate planning helps protect families with young … Read more

Don’t Scream “Get Me Out!” How to Stomach Market Dips

What happened to the market correction, what happens next, and how can you avoid hitting your GMO (get me out) point? Larry Swedroe of the BAM Alliance and ETF.com gazes into his crystal ball. Plus, 5 questions to ask your estate planner after the new tax law, and what happens to your social media estate after you die? Who will … Read more

Guest:  Larry Swedroe Larry Swedroe

Podcast #156
Retirement Readiness Guide

Retirement Readiness Guide

Want to learn the little-known secrets to help you prepare for retirement? This Retirement Readiness Guide includes 7 important and simple plays to help you get retirement ready despite the uncertainties that we may face. Planning for your retirement is something that takes time, so start today for a bright future tomorrow.

In this guide you’ll learn…

  • How to create
Read more

6 Simple Reasons You Should Balance Your Life

Scott Ford, co-author of “The Sustainable Edge: 15 Minutes a Week to a Richer Entrepreneurial Life” tells Joe and Big Al how he and co-author Ron Carson achieved the ultimate goal: faster business growth and a better work/life balance. Now you can learn these 6 reasons you should balance your life and how to do it. Joe and Al also
Read more

Guest:  Scott Ford Scott Ford

Podcast #124
Matt Horsley, CFP

Do I Need an Estate Plan?

Matt Horsley, CFP® explains whether you need an estate plan and discusses what types of estate plans are best for your individual situation. No matter how large or modest, your estate is something that you should always have protected. Learn whether you need a will, living trust or an estate plan and find out the importance of establishing a Power … Read more

Matthew HorsleyMatthew Horsley