You had a will drawn up, signed, and notarized; you created a power of attorney and a health care directive. You’re all done, right? Your estate planning is set, and you can move on to more pleasant endeavors.
Not necessarily.
Many of us think of insurance as the product we hope we’ll never need. Indeed, insurance remains a vital part of most financial plans. For many of the important things in life, it makes sense to shift some or all of the financial burden onto an insurance company. And in many cases—your home and your vehicles, for example—insurance is a legal requirement.
Let’s face it: no one actually looks forward to a discussion that touches on the passing of a loved one. Maybe that’s why so many families tend to avoid the topics of inheritance and estate planning.
In a fascinating article from USA Today, JJ Sessions provides valuable insight into the intricacies of inheriting a Roth IRA. As a guest, Sessions delves into
by JJ Sessions, CFP® At church yesterday, I noticed a large basket overflowing with fresh vegetables behind a sign inviting everyone to take whatever they wanted. I
Sr. Financial Planners and Partners JJ Sessions and Marty Kurtz, were quoted in newscentermaine.com and nerdwallet.com about How Your Money Story Can Help You Break Free.
JJ Sessions, CFP®. Partner/Sr. Financial Planner discusses Ways to Survive a Financial Rough Patch on Forbes.com. Read the article here: https://www.forbes.com/sites/lawrencelight/2018/02/23/6-ways-to-survive-a-financial-rough-patch/#588019327695
by JJ Sessions I am a big believer in the saying, “If you’re prepared, you will not fear.” So, as the old boy scout motto suggests,
The new year brings a sense of urgency to make changes in our lives and become better than we were before. This article has been reprinted
By J.J Sessions – Much has been said and written of late about an article by Neal Gabler that appears in The Atlantic Magazine entitled The
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