With so much going on in our daily lives, it is difficult to keep up with things like your estate plan. However, if you sit down and think about it, staying up to date with your estate plan should actually be a top priority. Rather than spending time in front of the television or at the nearby bar, consider designating time to update your estate plan. If you don’t know where to even begin when it comes to evaluating your existing estate plan, don’t hesitate to contact our dedicated team at Dunncreek Advisors. While there are a lot of things to consider, you want to make sure that certain questions are addressed during the review of your estate plan. Read Full Article
Archives for October 2016
Hidden Costs of Mutual Funds
What does it really cost to buy a mutual fund?
Almost every retirement portfolio includes some mutual funds. But you may be surprised at the costs you don’t even know you are paying to own these products.
For many families, investments were put in place a long time ago and you may not have looked at them in years. Like your home owners insurance and your physical health, it pays to have a periodic checkup on your retirement account to be sure you are healthy. Read Full Article