Each day you open your eyes in the morning you have the opportunity to create a legacy. You don’t have to be a superhero or famous actor to leave an example of a well-lived life. You and I influence each person we talk to on the phone, the people we pass on the street and even the people driving the car behind us. Our influence is wide and varied. So the question is: how do you want people to remember you? This is not a question of what your eulogy will focus on or what is said in the newspaper … [Read more...] about Creating Your Legacy
Legacy
Strategies to Help Avoid IRA and Legacy Mistakes
When planning your retirement, you work with many moving pieces. A beneficial component to retirement planning is implementing strategies that can help you avoid potential mistakes when dealing with individual retirement accounts, known as IRAs, and your legacy. An IRA is an account set up at a financial institution that allows you to save for retirement with tax-free growth or on a tax-deferred basis. There are many types of IRAs: traditional IRAs, Roth IRAs and SIMPLE IRAs – some are more … [Read more...] about Strategies to Help Avoid IRA and Legacy Mistakes

