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estate plan

The Six-Step Estate Plan

Having an estate plan is essential to ensuring your assets will be distributed to your heirs according to your wishes when you die.

Tips for Creating Your Retirement Paycheck

Setting up a retirement “paycheck” can give you peace of mind and ensure all your basic needs will be met for the duration of your retirement through one or more reliable income streams. However, don’t neglect other crucial financial steps, like maintaining an emergency fund and planning for unexpected expenses, too.

Six Steps to Finding a Financial Advisor You Can Trust

If you’re ready to take your financial planning to the next level by enlisting the help of a financial advisor, we welcome you to walk through the above six steps with us. At Andersen Wealth Management, helping you meet your needs is our first priority, and we take pride in serving as trusted partners to our clients.

Your Money and Coronavirus

If you need help navigating the new circumstances that we find ourselves in, read on to learn how to best protect your financial interests in the time of coronavirus.

The SECURE Act: How it Could Affect Your Retirement and Estate Plans

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20, 2019, and it took effect on January 1, 2020. Overall, the legislation is intended to strengthen retirement security nationwide, but it also contains multiple changes that impact retirement and estate planning. Let’s dig into a few of the most significant provisions.