Why you need a will and how to create one
If you have assets, financial accounts, children, or all of the above and then some—you need a will. Watch and learn the importance of a will, six simple steps you can take to create one, and how protect your retirement savings and other funds. Ensure your wishes are known and learn how to help secure your loved ones’ financial future should the unexpected happen.
see end of video.
It’s time to have “The [estate planning] Talk”
Fretting about how to broach the subject of wealth transfer with your parents? You’re not alone. Wealth Strategist Ben Rizzuto offers suggestions on how to make “The Talk” a little easier and more productive.
Estate Planning
Watch and learn what’s included in an estate plan and the steps you can take to create one so your wishes are carried out the way you choose.
Women and wealth: Investing for each life stage
No matter where you are on your savings journey, watch and learn how investing may help you reach your financial goals throughout different life stages.