Estate Planning

Job Numbers and the Numbers in the Numbers

Job numbers were released earlier this month, and it was another month, 92 consecutive months to be exact, of positive…

6 years ago

Retire Now, Live On the Beach, For about $200,000-$300,000

Many people are ready to make the transition to retirement.  They envision living a less stressful, carefree lifestyle.  Where they…

7 years ago

Late in Life Career Changes: Second Acts for Older Adults

Whether you’re already retired or thinking about retiring within the next few years, a second act might be on your…

7 years ago

Do I Need Long-Term Care Insurance?

Question #3: "Are you healthy?" If not, then it becomes much more difficult to qualify for a long-term care insurance…

10 years ago

What is a Stretch IRA?

A stretch IRA is not a type of IRA account. Rather, a stretch IRA is a distribution strategy for the…

10 years ago

Beneficiary IRAs

In addition to eternal happiness, marriage provides countless financial advantages, including: Possible Tax Reduction The ability to contribute to a…

10 years ago

Estate Planning Mistake: Don’t Forget to Update your Beneficiary

Life’s emotional challenges are often intertwined with life’s financial challenges. When it comes to advanced financial planning, these life challenges…

10 years ago