Hamilton Wealth Blog

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There’s more to legacy planning than financial considerations, so learn how to pass on your values and mission, too.

Legacy Planning: Creating a Lasting Impact for Your Family

People sometimes use the terms “legacy planning” and “estate planning” interchangeably, but that isn’t accurate. Unlike estate planning, legacy planning goes beyond financial considerations; it’s

How to Begin Money Discussions with Your Family – Even When it Feels Uncomfortable

Tips for Kicking Off Important Financial Conversations Talking about money can be an uncomfortable topic for many families. However, having open and honest discussions about

Living well in retirement requires that you balance enjoyment with financial security by spending mindfully.

Strategies for Living Well in Retirement: Balancing Budget and Lifestyle

Retirement is a well-deserved phase of life, offering the freedom to enjoy your time as you please after many years of hard work and sacrifice.

Retirement Account Options for Entrepreneurs

Are Any of These Six Common Options the Right Retirement Plan for You? If you’re an entrepreneur, you know there are many benefits. You get

When you retire with a sustainable retirement income stream, you can enjoy your golden years free from financial worry.

Creating a Sustainable Retirement Income Stream

Retirement marks a new chapter in life, and a key aspect of this journey is ensuring a reliable and sustainable retirement income stream to support

Understanding the relationship between RMDs and taxes can help retirees retain more of their wealth over time.

Navigating RMDs: Strategies for Minimizing Tax Impacts

Reaching the age of 72 marks an important milestone for retirement account holders—the onset of Required Minimum Distributions (RMDs). While these mandatory withdrawals from retirement