It’s also important to comparison-shop. Flagg once worked with a client once whose broker presented her with only one offer. When Flagg asked the middleman to check with more life-settlement companies, a significantly better deal […]
Make a list of the parts of your estate plan that need attention and work your way down the list. The four key documents everyone should have in place, according to Wells Fargo, are a […]
“The biggest mistake I see people make is, they don’t fund their HSA,” said McClanahan. Ideally, aim to max out your contributions for the year, and invest those funds rather than keep them in cash. […]
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