What Is an Estate Plan and How Can It Save Me Money?

Tags: Financial plan, Investment, Retirement Plan, Estate plan, Trust, Will The Meaning and Importance of an Estate Plan Category: financial planning, wills, trusts, estates What is the meaning of estate planning and why is it important?  Simply put, estate planning includes deciding who will inherit their various assets after they no longer walk this Earth. It is essential to plan […]

Did you do the all too common “set it and forget it?”

Original Published Date: September 6, 2022 In “Set It and Forget It” you chose a fund from the beginning and have been riding it out ever since, thinking you are doing what you are supposed to be doing because your advisor, if it wasn’t one of our financial planners, probably said you’re in it for […]

Planning for Retirement Utilizing Tax Minimization Strategies

tax planning for retirement planning

How much savings is right for retirement, of course the more the better. This is so you don’t have to feel monetarily strapped at any point. To accumulate a comfortable retirement fund, the best place to start is to ensure we understand what we are planning for.   Create your Custom Financial Plan with  Boracchia Wiviott Wealth Partners   Start […]

What Is Long-Term Care Insurance and How Does It Work?

You may already know someone who needs some help taking care of his or her self in the later stage of life, but the question is, “If this person doesn’t have enough or anything to pay for it, how are costs covered?” Medicare does not cover most long term care needs. For most people, they will […]