Estate planning may not be a fun topic, but it’s important, and everyone should know the basics of an estate plan. In this chapter, Rob discusses revocable and irrevocable trusts, the purpose of a will, and the role a financial planner plays in the estate planning process.
Many New Englanders move south when they retire to escape the cold winters. In this chapter, Rob talks about the issues snowbirds face that you may not have considered, such as family and travel, taxes, health insurance, and cash flow.
Many people do not think credit is part of financial planning, but it is. In this chapter, Rob discusses the importance of having good credit, how bad credit affects your finances, and how to calculate your FICO score.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.