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Nov 28 2017

Tell Your Beneficiaries About Your Accounts and Policies

Let them know how they will receive retirement assets and insurance benefits. Will your heirs receive a fair share of your wealth? Will your invested assets go where you want them to when you die? If you have a proper will or estate plan in place, you will likely ... Read More

Written by Jacque Kemp · Categorized: Blog · Tagged: beneficiaries, investments, life insurance, online advisory, online investments, personal finance, robo advisor, robo investments, supreme court, wealth management

Nov 28 2017

Should We Reconsider What “Retirement” Means?

The notion that we separate from work in our sixties may have to go. An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a buyer for a church network at 69. A corporate IT professional decides to conclude her ... Read More

Written by Jacque Kemp · Categorized: Blog · Tagged: financial planning, online advisory, online investment, retirement, retirement planning, robo advisor, robo investment

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