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Estate Planning Ashley Logan Estate Planning Ashley Logan

Maximize Savings: Unlock the Potential of Inherited Retirement Accounts

Inheriting a retirement account can be a bittersweet experience. On one hand, it's a reminder of the loved one who passed away. On the other, it can also be an opportunity to secure a significant financial asset. However, many beneficiaries are unaware of how to make the most of these accounts. A bit of strategic planning can not only honor the legacy of the deceased but also help save you money in the long run.

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Gain Control and Confidence Around Your Finances

Money can be a tricky thing to manage, especially if you’re not following strong financial habits. Poor money management today can have consequences on your future goals. But the good news is that creating and sticking to good money habits can not only help you feel more in control but also set you on the path toward long-term financial success.

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Financial Planning & Wealth Management Vidyuta Rangnekar Financial Planning & Wealth Management Vidyuta Rangnekar

April Is Financial Literacy Month

April marks the start of Financial Literacy Month, a nationally recognized movement to promote and support financial understanding in children and teens. It's the perfect time to jump-start conversations about money with your kids, and these kids are ready to learn! With almost 74% of teens wanting to learn about finances and 86% eager to understand investing, the desire for financial education is higher than ever among young people.1 Women are often the financial decision-makers in households and can empower the next generation with the knowledge and tools to succeed. So, let’s take the opportunity to teach them what we know! 

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