MLR

Category: Wealth Advice / Estate Planning

In her will, American businesswoman Leona Helmsley left $12 million in a trust fund to her dog Trouble (who died four years after she did). Helmsley’s four executors were responsible for seeing that her wishes were carried out.

If you have limited funds to invest for retirement, you may be wondering whether to fund your 401(k) plan or a Roth individual retirement account (IRA).

Successful estate planning generally involves passing on your assets to your heirs at a low tax cost. To help achieve that goal, there are a few things to keep in mind about retirement accounts

If you are one of the many Americans who are in a second marriage, you may need to revisit your estate strategy.

Inc magazine reported that sixty-six percent of small-business owners have no formal succession plan.

Women continue to struggle for equality on many levels. Financially, we face an uphill battle to land the best jobs and earn an equal wage. Women also face a dramatic disadvantage when it comes to investing for our long-term financial future.

Only 30% of all businesses put on the market for sale are actually sold, according to the National Federation of Independent Business.

The everyday investor tends to be paralyzed by worry about investments and how to do right for your portfolio. Get the noise out of your head and invest wisely. Take the worry out of investing and focus on advice to live by.

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster in recent years, the rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

Money is one of the largest stresses in an individual’s life. We worry about the bills today and our financial future tomorrow. As the family’s CEO, primary caregiver or single mom, women face this stress on a regular basis. Follow these steps to take the stress out of investing so you can relax and enjoy time with family.