When a loved one dies the details that need to be taken care of by survivors may be overwhelming during such an emotional time.
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Getting a second opinion can help you to confirm that your investments are on track. It can also help you reduce risk and improve your return before it’s too late. A second opinion can determine whether or not your investment portfolio is designed as efficiently as it can be to achieve your goals. Read more…
Social security payments become available to some taxpayers at age 62. Tempted to take those benefits right away? Before jumping in with both feet, discuss the timing with your financial professional.
Lump sum distributions from an inheritance or a divorce settlement come with some complexities.
There are timing issues. For example, you may need to make certain decisions in a timely manner if you are planning on reinvesting the assets. And if you are planning on reinvesting the assets, you should consider the short term and the long term along with your lifestyle and other assets.