WORTH MAGAZINE ARTICLES
We are excited that Richard P. Slaughter Associates has partnered with Worth magazine to provide articles for the bi-monthly publication. Slaughter Associates has long focused on sharing our knowledge and educating our clients, potential clients and partners, so this opportunity was a natural fit for us.
Regardless of each side's sincere reasons for delaying the discussion, it is important for adult children to talk with their parents before estate plans are set in motion, due either to death or incapacity.
Target date funds (TDFs) can simplify and improve a 401(k) plan, but TDFs do have some disadvantages. Learn how to maximize a 401(k) plan's success using TDFs in conjuction with a fiduciary advisor.
Life insurance is an asset just like stocks, bonds and real estate. As such, it must be monitored regularly to ensure it is appropriately positioned in your financial plan.
Establishing a trust is only the first step in successfully transferring wealth to heirs. The second phase requires a series of maneuvers through complex emotional and financial issues.