by Independent Financial Services | May 26, 2022 | Retirement Planning
If you are struggling to effectively manage your personal finances, you should know that you are not alone. In fact, 71% of adults in the U.S. feel their financial planning needs to be improved, according to a 2020 study by Northwestern Mutual. This same study found...
by Independent Financial Services | May 24, 2022 | Estate & Giving
Financial planning and estate planning are generally focused on maintaining your own financial stability, preparing for retirement, and ensuring that your intended heirs are taken care of after you have passed away. However, many people are also interested in making a...
by Independent Financial Services | May 19, 2022 | Estate & Giving, Retirement Planning, Tax Planning
When developing a comprehensive estate plan, it is important that you consider current tax laws. This will allow you to choose a strategy that will help minimize your tax liabilities while also achieving your estate planning goals. One of the most important tax...
by Independent Financial Services | May 17, 2022 | Retirement Planning
How you manage your resources can make a big difference in how financially confident you are during your retirement years. This includes choosing how and when you withdraw funds from your retirement accounts. The following are some of the things you should not do. ...
by Independent Financial Services | May 12, 2022 | Family & Lifestyle
Along with having a stable financial situation, your health is also essential to living a fulfilling life. This is why it is important you take the necessary steps to maintain your health as best as possible. The following are important tips you can use to improve...
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