Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley
Retiring ahead of schedule may seem like a dream, but it is doable with the proper planning. Depending on when you were born, the normal retirement age is currently 66 or 67. If you’re planning to retire five, 10, or even 15 years early, one of the most important things to consider is how to make your savings last for the long haul.
September is the most common birth month of the year. It’s also a good time for new parents to think about the financial side of their parental responsibilities.
The probate process refers to court proceedings that you have to go through when a loved one passes on, and they have left an asset in their name.
Cindy, a widow in her early 60s, was undergoing physical therapy for an injury to her foot, making it difficult for her to get around. In addition, she was suffering depression brought on by the immobility and pain, resulting in her neglecting to pay bills and taking care of other financial affairs.
When creating an estate plan, it may be necessary to name a trustee to handle your assets.
The availability of long-term care insurance policies is continuing to decline, even as the need for such care is growing, an interagency task force led by the Treasury Department has said.
Forty-one percent of participants in a new survey said they don’t trust assisted living communities and nursing homes to keep older adults safe amid the coronavirus pandemic.
Build your own medical emergency packet.
A will itself is a legal document that describes the process of splitting up one’s personal property and possessions among family and loved ones.
The passing of a spouse is a devastating time in a person’s life and one that throws their world into turmoil. While in the midst of grieving, they’re confronted with a multitude of responsibilities requiring their attention — not only the immediate tasks of preparing for memorial services and notifying family and friends, but also beginning to tackle the requisite legal notifications and financial changes.
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Gilbert, AZ 85296
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