Our opinion that fee-only financial planning is terrific is biased. So, you do not have to take our word for it. Financial journalist Jane Bryant Quinn, consumer expert Clark Howard, personal financial guru Suze Orman, and non-profit organization Consumer Reports are all in agreement...
For shorter investment timelines, the safety of your money may be more important than the fact that the money keeps up with inflation. If so, there are a handful of investment options available, including . . .
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Question #3: "Are you healthy?" If not, then it becomes much more difficult to qualify for a long-term care insurance policy. Waiting until you are no longer healthy to apply for long-term care could make the process . . .
Beneficiaries, Estate Planning, fee-only financial planner, financial planning, health, insurance, long-term care, Medi-Cal, Medicaid, Medicare, money
"You want to be confident that they will still be in business when, and if, you need to file a claim," says Nancy McCready, CFP® of the Certified Financial Planner Board of Standards, Inc. (CFP Board). You can check up on this via the...
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A stretch IRA is not a type of IRA account. Rather, a stretch IRA is a distribution strategy for the inheritors of IRA accounts. With a stretch strategy, the IRA account is passed from beneficiary to beneficiary, with the only withdrawals from the account...
Beneficiaries, Estate Planning, fee-only financial planner, financial planning, Individual Retirement Account, inherited IRA, investing, money, stretch IRA, taxes, Trust
The Social Security Administrations reports: ...over 1 in 4 of today’s 20 year-olds will become disabled before reaching age 67. Those are some pretty rough odds! Given the risk, a disability policy can be a useful tool for protecting one's income stream. If you decide to...
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