Columns/Opinions

PSA: Retirees: Talk finances with your grown children

Are your adult children concerned about your finances?     You might be surprised.     Consider this: 66% of the millennial generation worry that their parents or in-laws may not have enough money to live comfortably in retirement, according to a 2023 study by Age Wave and Edward Jones.

PSA: Can you build an estate plan like a house?

If you’ve ever been involved in building a house, you know you must follow a well-defined process - and some of the same steps are needed to build an estate plan.    Your first step in building a home is choosing a qualified contractor.