Estate Planning Basics: The Documents Every Louisiana Family Needs
By Rudy Blanchard, CFP®, CIMA®, APMA, MSM When someone sits down with me for a portfolio review, I ask to see their beneficiary forms along with their statements. More often than you’d expect, those forms haven’t changed since the account was opened, and the will in the file drawer is sometimes older than the grandchildren […]
How Do You Know When You Can Retire? A Readiness Checklist for Pre-Retirees
By Eric Greschner In our first meeting, I’m often asked the same question: How do I know when I can retire? It may seem like there should be a clear age or savings number that tells you when you’re ready, but the decision is usually more personal than that. In my experience, retirement readiness comes […]
First Year of Retirement: What to Expect
There’s a moment early in retirement that surprises a lot of people.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.