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May Your Will Be Done

Submitted by The Participant Effect on April 30th, 2020

Writing a will is one of those things that you know you ought to do, but many of us try to avoid. A will is the way you authorize the transfer of your assets to your spouse, children or others after your death.

Tags:
  • estate planning
  • retirement planning
  • will
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Five Reasons To Update Your Will

Submitted by The Participant Effect on December 2nd, 2019

A will is not a one-and-done exercise, because life doesn’t stand still. Circumstances change, and when they do, you’d best update your will or risk unintended consequences.

Tags:
  • trust
  • will
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Latest Blog Posts

I’ve Depleted My Emergency Fund. Now What?

Submitted by The Participant Effect on February 4th, 2021

Perhaps you’ve lost a job, faced an illness or have been delt a family crisis that emptied out your emergency fund. What are your next steps?

 

Tags:
  • budget
  • emergency fund
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How Much House Can I Afford?

Submitted by The Participant Effect on February 4th, 2021

You’re eyeing center-hall colonials in your neighborhood and dreaming about the garden you want to plant in the backyard and all the holiday celebrations you’ll host. You’ve saved toward this goal and think you’re ready to pull the trigger. But the real question is: How much house can I afford?

Or is it?

Tags:
  • budget
  • buying a home
  • Read more

Is Social Security “Going Broke”?

Submitted by The Participant Effect on September 30th, 2020

Social Security’s financial cliff is coming closer into view. Experts project that the fund that pays for government retirement benefits through FICA taxes will be depleted within the next 15 years.

 

Tags:
  • retirement
  • retirement planning
  • social security
  • Read more

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