Naming A Trustee for Your Estate

A client recently came to me with an interesting dilemma. He said, “Our daughter is not very responsible with money. She's a spendthrift. If we give our estate to her, she'll blow it all.

Should You Wait To Collect SS

I do not typically recommend you wait until 70 to take Social Security. I’ve heard people say you should, that your benefits will accumulate and you’ll get a higher payout and more money over your lifetime. I think the people making this recommendation are academics who don’t live in the real world. Of course, by waiting you do get delayed benefit credits, which increase the amount of your benefit by 8 percent each year.

So,

WHAT’S ON YOUR MIND?

If it’s important to you, then it’s important to us.
That’s the way it should be among friends.


NATIONAL PRESS TURNS TO MONEY MATTERS FOR
INSIGHT ON ISSUES AFFECTING TODAY'S INVESTORS.
VIEW RECENT PRESS FEATURING KEN MORAIF:


  • CNBS
  • Forbs
  • Fox Business
  • Kiplinger
  • Market Watch
  • USA Today
  • US news
  • The wall street journal

MONEY MATTERS AWARDS & RECOGNITION


Money Matters with Ken Moraif is a BBB Accredited Financial Service in Plano, TX
Barron's top 100 independent financial advisors
Forbs top 100 wealth managers
Top financial advisers 2018
America Fastest-Growing

TAKE THE FIRST STEPS ON THE PATH TO YOUR FINANCIAL PEACE OF MIND.