Share Your Knowledge with Women Investors If you’re an Estate Lawyer interested in contributing articles, interviews, or resources to RePlan65 (either exclusively, or content already published only on your website), please take a minute to review our guidelines below: Case Studies and Stories We love investor Stories and Case Studies. Have fun telling your investors’ […]
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Just Found Out I’m Dying… Now What? When Sam and Sandy got the bad news from Sam’s doctor… He had cancer, and, even with the newest and most aggressive treatments, the survival rate was less than 5%. Sam knew that it was highly unlikely that he would survive for very long. His thoughts turned to
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Facebook Live Missional Money Facebook Live now lets us livestream our online financial planning course, events, resources, and updates on Facebook. You can watch from a phone, computer or connected TV. With reactions, shares, comments, and other interactive features you’re able to engage with the content we post on our home page or on our
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BackStage with iPhone 13 Pro Max Apple announced the new iPhone 13 Pro Max just as my iPhone 7 Plus is about to bite the dust. Instead of “Trading in” my iPhone 7 Plus, I’m going to pre-order the iPhone 13 Pro Max, 512 gb, graphite color and I’ll use my old iPhone for a
Smith Family – Case Study Sandy Smith Fact Set: Sandy, Recently Widowed (Sam passed in 2019) Three Grown children Sally (oldest child) has Special Needs 5 Grand Children (with more to come) Sandy recently lost the love of her life, Sam. Sam had been promoted to Director of Engineering for an
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Family Business Planning Checklist: Retirement Plans Your family business has many options when establishing retirement plans. Several key factors, specific to each family’s unique business situation, must be considered in order to select the appropriate plan or combination of plans. To help differentiate between the most commonly adopted retirement plans, we have created this chart.
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Estate Planning Case Study for Sandy Smith Sandy Smith Fact Set: Sandy, Recently Widowed (Sam passed in 2019) Three Grown children Sally (oldest child) has Special Needs 5 Grand Children (with more to come) Sandy recently lost the love of her life, Sam. Sam had been promoted to Director of Engineering for an international oil
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Estate Planning for Parents Checklist Estate Planning is one of the hardest conversations you’ll ever have with your parents. Estate planning for parents can be a difficult conversation for many reasons. Some of those reasons are obvious but some of the issues don’t show up until well into the conversation. We’ve designed 5 Estate Planning
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Do you have student loans? Do you want to lower your monthly payment or pay off your loans faster? Maybe you’ve heard about different loan programs. How can you be sure if you’re eligible? Loan Consolidation, refinancing payment plans, and loan forgiveness programs can all be very confusing. Not sure what to do?
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Navigate Market Uncertainty with more clarity, confidence, and contentment. The stock market can feel like a wild ride at times. Sometimes the markets can be a little rough and you might find yourself a little lost. Market volatility can be scary. You may have questions like: What’s happening with my investments? Can I still retire?
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