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Estate Planning: 9 Lessons for Dealing with the Loss of a Loved One

As some of you know, my father-in-law passed away a little over a year ago. I’m not the first person to lose a family member but when I experience something new, I look back and try to learn from it. Some of my most influential life lessons have been due to negative experiences.  Losing a family member can be emotionally devastating but there are steps you can take to simplify the estate process. At RSWA, we’ve helped many clients navigate the loss of a parent or spouse, so I thought I was prepared. It’s funny how you can delude yourself. Even though I knew the process there was a lot I learned, and I thought sharing those lessons may help someone else. 

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8 Common Mistakes That Can Diminish Retirement Lifestyle

Preparing for retirement is an interesting process. It involves making countless decisions for the future without entirely knowing what that future will entail:

What will the stock market be doing the year you finally decide to retire? Will you still have the same goals you do now? Or will you have unexpectedly developed an unbridled passion for deep-sea diving? Only time will tell.

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Large Inheritance Financial Planning: 9 Critical Mistakes to Avoid

A large sum of money falls into your lap. What do you do?

Since inheritances don't happen everyday, it's not uncommon for recipients to feel confused as to their next steps. Due to the unfamiliarity of the situation, and the events involved, it's easy for even the most rational person to make some costly financial mistakes. But you don't have to.

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