AssetTree Wealth Management

The Five Documents You Need to Have in Your Estate Plan These will let you have a say in your medical care, as well as what happens with your assets after you die

How to Create a Retirement Income Plan That Actually Works Creating a plan that works in retirement means creating a plan that works for you and your specific needs and lifestyle.

Is 30 Too Late To Start Saving For Retirement? Wondering if 30 years old is too late to start saving for retirement? Here's how we were able to catch up to our retirement goals even after starting late.

10 Factors That Affect Life Insurance Premiums Understanding factors that affect life insurance will help you understand the quotes you’re getting. Some factors you can’t do anything about, like your age. But you may be able to improve other factors and get lower life insurance quotes.

Women Have a Stronger Preference for Guaranteed Retirement Income Than Men, Goldman Finds In a series of questions about retirement priorities, 57% of women said income that is “consistent and stable” is important to them, compared with 45% of men. Another question asked whether income that is “guaranteed for life” (which could come from Social Security, pensions, or products lik...

How To Protect Retirement Income: Strategies and Budgeting If your money is in reputable financial institutions, it is relatively safe. There are still some added precautions that are worth taking. Many kinds of accounts have insurance protection, but make sure you don't exceed the maximums. Consolidating accounts at a limited number of institutions can hel...

5 Things to Do Now to Make Your Estate Simpler for Your Heirs It’s easy to put off doing many of these things. But get them done, and your heirs will be thankful you did.

3 Financial Moves To Make In Your 50s To Retire In Your 60s Retirement planning gets serious after age 50. To retire in your 60s, make these three money moves in your 50s.

How Much Insurance Do You Really Need? How much insurance is right for you and your retirement plans?

Go Small: Using financial resolutions to get your money right For many people, financial resolutions might be lighthearted fodder for small talk at holiday parties. Not for Cynthia Luna. She is deadly serious about them.