Lifelong Blog
Our nationally recognized, weekly blog posts.

How to Build Your Own Retirement Plan
How to Build Your Own Retirement Plan Creating a retirement plan is essential for anyone, especially for those who are self-employed. Unlike traditional employees who often have access to employer-sponsored retirement plans, self-employed individuals must take the initiative to design their own retirement strategies. This article will guide you through the process of building a […]


Equities Slip and Yields Rise Amid Stalled Inflation Progress
Equities Slip and Yields Rise Amid Stalled Inflation Progress Equity markets retreated slightly last week breaking a three-week win streak as inflation reports showed stalled progress again last month. Global equities (represented by the MSCI All Country World Index) were down -0.84% while domestic stocks (represented by the S&P 500 Index) were down -0.61%. Consumer […]

Is Life Insurance Part of an Estate?
Is Life Insurance Part of an Estate? Life insurance is often a crucial component of financial planning, but many individuals wonder how it fits into the broader context of estate management. Understanding this relationship is vital for effective estate planning and ensuring that your beneficiaries receive the intended support after your passing. In this article, […]


How to Consolidate Debt
How to Consolidate Debt Debt consolidation can be a strategic move for individuals looking to simplify their financial obligations and manage their debts more effectively. This process involves combining multiple debts into a single loan or payment plan, often with the goal of securing a lower interest rate or more manageable monthly payments. Understanding the […]

How Long Can an Executor Take to Settle an Estate?
How Long Can an Executor Take to Settle an Estate? When a loved one passes away, the responsibility of managing their estate often falls on the shoulders of an executor. This role can be both significant and burdensome, particularly during a time of grief. One of the most pressing questions that arise in this context […]

Disadvantages of Working After Retirement
Disadvantages of Working After Retirement Transitioning into retirement is often viewed as a time for relaxation and personal pursuits after years of dedicated work. However, the notion of continuing to work post-retirement can be appealing for various reasons, including financial necessity or the desire to stay active. While there are benefits to this path, it’s […]


Can a Trustee Withdraw Money from a Trust Account?
Can a Trustee Withdraw Money from a Trust Account? Navigating the complexities of trust accounts can be challenging, especially when it comes to understanding the authority and responsibilities of a trustee. A trustee plays a critical role in managing the assets of a trust, but many are left wondering: can a trustee withdraw money from […]

How to Build Your Own Retirement Plan
How to Build Your Own Retirement Plan Creating a retirement plan is essential for anyone, especially for those who are self-employed. Unlike traditional employees who often have access to employer-sponsored retirement plans, self-employed individuals must take the initiative to design their own retirement strategies. This article will guide you through the process of building a […]


Equities Slip and Yields Rise Amid Stalled Inflation Progress
Equities Slip and Yields Rise Amid Stalled Inflation Progress Equity markets retreated slightly last week breaking a three-week win streak as inflation reports showed stalled progress again last month. Global equities (represented by the MSCI All Country World Index) were down -0.84% while domestic stocks (represented by the S&P 500 Index) were down -0.61%. Consumer […]

Is Life Insurance Part of an Estate?
Is Life Insurance Part of an Estate? Life insurance is often a crucial component of financial planning, but many individuals wonder how it fits into the broader context of estate management. Understanding this relationship is vital for effective estate planning and ensuring that your beneficiaries receive the intended support after your passing. In this article, […]


How to Consolidate Debt
How to Consolidate Debt Debt consolidation can be a strategic move for individuals looking to simplify their financial obligations and manage their debts more effectively. This process involves combining multiple debts into a single loan or payment plan, often with the goal of securing a lower interest rate or more manageable monthly payments. Understanding the […]

How Long Can an Executor Take to Settle an Estate?
How Long Can an Executor Take to Settle an Estate? When a loved one passes away, the responsibility of managing their estate often falls on the shoulders of an executor. This role can be both significant and burdensome, particularly during a time of grief. One of the most pressing questions that arise in this context […]

Disadvantages of Working After Retirement
Disadvantages of Working After Retirement Transitioning into retirement is often viewed as a time for relaxation and personal pursuits after years of dedicated work. However, the notion of continuing to work post-retirement can be appealing for various reasons, including financial necessity or the desire to stay active. While there are benefits to this path, it’s […]


Can a Trustee Withdraw Money from a Trust Account?
Can a Trustee Withdraw Money from a Trust Account? Navigating the complexities of trust accounts can be challenging, especially when it comes to understanding the authority and responsibilities of a trustee. A trustee plays a critical role in managing the assets of a trust, but many are left wondering: can a trustee withdraw money from […]