August is National “Make a Will” month. This is an annual reminder to create or update your will and it’s a great way to bring awareness. Wills are important documents, for estate-planning, to allow your assets to transfer smoothly to your heirs. Without a will or named beneficiaries your heirs, instead of gliding through probate, may find themselves in a probate nightmare.
The investment landscape is complicated. If you need assistance making sense of your investments, we’re here to help.
An almost daily refrain in the financial media recently is, “When will the stock market bottom and start to rise again?” That’s a good question. The answer is, “Nobody knows!”
There are a lot of seemingly small, trivial steps you can take to prevent some family friction when discussing beneficiaries...
To answer that question, let’s begin with a common question we hear from people, “How do I compare to others in my preparedness for retirement?"... Let's dive a little deeper...
There are plenty of books written about investing which range from an introduction to concepts all the way to teaching you how to analyze patterns in stock charts. So, where do you begin? Here are 3 book recommendations from the advisors at Callesen Wealth Management.