
Estate Planning Strategies: The Basics
Determining how you will create a legacy for your family starts with creating an estate plan. This type of financial plan is key to protecting

Determining how you will create a legacy for your family starts with creating an estate plan. This type of financial plan is key to protecting

As we all know, the coronavirus pandemic has caused everyone to reevaluate their daily routines. The way of life that we used to know when

Investment risk is defined as the chance that an outcome or investment’s actual gains will differ from an expected outcome or return. Risk includes the

In 2018, FINRA released a new rule regarding trusted contacts. This blog will go over what a trusted contact is and why you should have

When it comes to investing, there are several things you need to be aware of before diving in. While investing your money is one of

For those approaching their retirement years, you are probably wondering whether or not right now is the appropriate time to start withdrawing Social Security benefits

Naming beneficiaries in your will and on your life insurance policy is an incredibly important decision, not only to ensure that the money and assets

With the multitude of streaming platforms and places to watch shows and movies, is cable really necessary these days? As more and more people continue

There is no clear-cut answer. The truth is, the answer can be different for everyone. Not everyone has the same needs for Social Security. Deciding

Have you ever thought about ditching the states and spending your retirement years abroad? If you haven’t, you may want to consider it—especially if you’re

With the arrival of the New Year, it becomes essential to shift our focus towards tax filing and planning. The federal government estimates that approximately

Key Takeaways: Roth TSP is a retirement savings plan for federal employees and uniformed services members. It allows individuals to save for retirement while potentially
Contact Us Today
Let’s talk about your financial goals and how
Plotkin Financial Advisors can realize them.