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Laurie Burkhardt

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Widowhood: How to Prepare, and What to Do Next

The shock of losing a spouse is perhaps the toughest emotional adjustment for anyone in their lives. The financial decisions that follow the loss of your partner can also be immense and immediate. It is easy to become paralyzed and overwhelmed with what needs to be done, and when.

2020-10-09T20:52:47+00:00Good to Know, Widowhood|

Why Diversify and Rebalance?

We recommend that one should strive to build a diversified portfolio of various assets whose returns don’t all tend to move in the same direction. If one asset class “zigs” while others “zag,” you can potentially offset some of the impact of the declining asset. This often conjures up the old saying “don’t put all your eggs in one basket.”

2020-01-17T00:10:48+00:00Good to Know|

I’ve been named as the executor for my parents. What does that mean?

Your parents are updating their wills and possibly their trust documents, and they ask you a huge question: “Will you be the executor of our estate?” You may be honored and flattered that they trust you enough to give you that responsibility, but you may also be petrified because you do not know what it entails, and it sounds like it could be too much responsibility.

2019-06-25T20:45:40+00:00Good to Know|
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