When you decide you need advice to meet your financial goals, be sure to keep these keys in mind as you select your advisor.
Currently there are very few common standards in the financial service industry, so it’s easy for someone to say they are a financial adviser. As you look for a partner in building your financial plan, it helps to ask a few questions: Read Full Article
Counting Down to Retirement
In order to be successful in retirement start early and count it down carefully.
10 Years Out from Retirement
When you get within 10 years of your target retirement date, it’s close enough to be real. Read Full Article
Five Keys to Winning the Retirement Game
Whether you are 65 or 35, these keys will help you lay the groundwork for a retirement plan that wins for you.
Things just aren’t like they used to be. No more of simply graduating high school and off to the factory. Then 40 years later, retire on a pension, company health insurance and golf 3 times a week. We are all more engaged in making a plan for our own retirement. Read Full Article
Key Questions Around Your Estate Plan
When is the last time that you reviewed your estate plan? Here at Dunncreek Advisors, we believe it is important to take a look at your plan at least every 3 years, or any time an important life event has occurred in regards to any individual named in the estate plan. Time and time again, we find that individuals that have an estate plan in place do not have much of a grasp around the finer details. What we try to instill in our clients is that the value of your estate can change over time and your relationships and priorities may also change or be altered. At Dunncreek Advisors, we can provide you with guidance throughout the review process of your estate plan. Read Full Article
Importance of a Buy-Sell Agreement For Your Legacy Plan
When you have a family business, there are plenty of decisions to make. In all honesty, your employees rely on you for their well-being. Their wellness is in your hands. So as you make your day-to-day decisions within your business, don’t forget the importance of looking into the biggest “what-if” of all: What if I am no longer here to run the business? At Dunncreek Advisors, we can help you to create a Buy-Sell Agreement within your legacy plan so that if the unthinkable happens, your family or heirs will have an answer to all of the “what-ifs.” Read Full Article
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Thinking About a Farm Transition? Start with Questions. Part 2
Farm business transition requires careful consideration. These questions help.
This is part two of our list of questions that can help you decide if the time is right for a farm business transition. Read Full Article
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