Hunter Kuffel is a personal finance writer with expertise in savings, retirement and investing. Hunter is a Certified Educator in Personal Finance® (CEPF®) and a member of the Society for Advancing Business Editing and Writing. He graduated from the University of Notre Dame and currently lives in New York City.
The chartered retirement planning counselor (CRPC) designation distinguishes financial advisors and other retirement professionals as experts in helping clients prepare for retirement. To become a CRPC, these individuals must meet several qualifications, undergo hours of training and take an examination. Once a CRPC has their certification in hand, there are continuing education requirements that help keep their knowledge up to date. To find a financial advisor that specializes in retirement planning, you can use SmartAsset’s free advisor matching tool. Read more
If you are considering an estate plan, there are many paths you can take. One way to protect assets for your family is to create a living trust. Probate and inheritance laws vary from state to state, which means that the advantages and disadvantages of this estate planning tool will depend on where you live. A financial advisor could help you answer many estate planning questions for your needs and goals. Read more
When planning your estate, you have different tools at your disposal to protect your assets for your loved ones. One such tool is a living trust, which many estate-planning experts consider to be a more iron-clad strategy than writing a will. As probate and inheritance laws vary from state to state, the considerations that go into creating a living trust will differ depending on where you live. If you’re considering creating a living trust in West Virginia, we’ll walk you through what you need to know. Note that an attorney and a financial advisor can be valuable partners in the estate-planning process. SmartAsset can help you find a local advisor who suits your needs with our free advisor matching tool. Read more
A comprehensive estate plan often includes writing a last will and testament to transfer your assets to your beneficiaries. Once you’ve passed away, the executor of your will shepherds the will… Read more
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