Follow these steps to ensure they are taken care of in the event of the unexpected. 1. Establish your legacy goals: Your plan may change over time, but have one in place.

Numerous factors can affect a couple's retirement plan, so early communication is key. Consider these tips about what to ...

Here’s what to do. Step 1: Check your understanding Sometimes people refer to financial plan as a noun — a tangible, static document drafted by a professional financial planner at a point in time.

5 Steps to Solid Strategic Planning You can’t build toward your future if you don’t know how you want it to look. EXPERT OPINION BY TOM SEARCY, FOUNDER, HUNT BIG SALES @ TOMSEARCY Jun 3, 2014 ...