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LETTER OF INSTRUCTION FOR ESTATE PLANNING + FREE TEMPLATES

First – The Free Downloads! Letter of Instruction for Estate Planning.docx (Free Word Doc – Editable) Executor Checklist (Free PDF) What Is a Letter of Instruction? Having an up-to-date will is an excellent step in establishing an estate plan. It provides legal protection, structure to loved ones and starts the process of dispersing property. A will distributes …

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3 Financial Mistakes You Want To Rectify Before The New Year

The year 2020 has tested us from every aspect. Be it the financial sector, health sector, or our survival strategy; the COVID-19 has assessed us in every way. The pandemic has forced us to rethink our lifestyle. With millions of job losses and death toll, we have surrendered before the corona pandemic in 2020. But there is …

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What Happens to My 401(k) if My Employer is Sold?

In a Corporate Merger or Sale, What Happens to Your 401(k)? Corporate mergers are nerve-wracking because they introduce a lot of unknowns into your life. Immediate questions come to mind. How will it affect your position? Your salary? Will there be layoffs? After the initial shock, other questions arise. If your employer is sold, what …

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What Should I Do With My USAA Investment Accounts?

Who is USAA? Founded in 1922, USAA serves military members and their families. They provide insurance, banking, investments and retirement products to more than 13 million members.  Who is Charles Schwab? Founded in 1973, Charles Schwab is a financial services company focused on investment management.  Is Schwab buying USAA? No. USAA sold their investment businesses so they could focus …

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