When drafting your Will or Living Trust, are you concerned that you might unintentionally prevent one of your favorite family members from obtaining their inheritance? Or perhaps there is a relative you wouldn’t want to […]
The obscure acronym NUA, which stands for “Net Unrealized Appreciation”, is one that Lockheed Martin employees holding shares of company stock in their 401k plans might have heard. The Lockheed plan allows for the company’s […]
Last year was historic on many fronts as it relates to the market and volatility. This includes downside volatility (markets declines), along with Fed action that investors have not experienced in decades. Prior to this, […]
Retirement income for Lockheed Martin retirees is a highly important factor to consider when creating a financial plan. When beginning to explore retirement, individuals with a Lockheed pension plan must thoroughly explore their options. To […]
So, you want to buy a new vehicle? Whether you’re in the market for a sleek sports car, a rugged pick-up truck, or a spacious SUV that will have the most dedicated weekend sports dad […]
Are you feeling flighty about where to invest your money in today’s ever-fluctuating markets? It can seem like a dizzying back and forth between the Bears and Bulls that leave investors uncertain. While there’s never […]
At one point or another, many of us will face the difficult process of dealing with an estate left behind by a loved one. Navigating probate proceedings can be a lengthy, complicated and ultimately taxing […]
Estate planning can be a difficult process to navigate both conceptually and emotionally. Unfortunately, it often takes experiencing a death in the family to recognize the importance of having a proper estate plan. Having an […]
Well, that was a year, wasn’t it? We thought it would be “nice” to revisit 2022, as though going through it once wasn’t enough. In case you missed it, here’s a quick synopsis of the […]