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The Importance of Wills: A Lesson From Aretha Franklin

Aretha Franklin, known as the Queen of Soul, left behind a musical legacy and an important lesson in estate planning. Even after five years of her passing in 2018 due to pancreatic cancer, her children are still settling matters regarding her estate, estimated to be worth $10 million. The reason for the delay was that […]

How Much Money Do You Need To Be Wealthy?

Charles Schwab & Company recently released its 2023 Modern Wealth Survey, polling a cross-section of Americans and asking the average net worth needed to be among the ranks of the rich. The result was $2.2 million. Almost half of respondents said they feel wealthy today, with an average net worth of only $560,000. Surprising to […]

Discovering Purpose and Identity in Retirement

By The Welch Group Retirement offers more than days spent on a beach or a golf course. It’s an opportunity to redefine your purpose, prioritize your health, and rediscover your identity. After years of hard work, it’s your time to embark on a new adventure of self-discovery that brings fulfillment and joy to every aspect […]