Business Succession
What Can I Do to Catch Up on Retirement Savings?
Are you among the millions of workers who have fallen behind on retirement savings?
December 2, 2020
Asset Protection
Act Quickly to Protect an Estate
When dealing with the emotional pain of the loss of a loved one, family members also have to address daunting administrative tasks.
November 23, 2020
Asset Protection
Estate Planning Actions Before 2020 Ends
If you have not already been inundated with invitations to webinars, articles and newsletters regarding estate planning, you should consider doing so before the end of the year, since you undoubtedly will receive these over the next few months.
November 19, 2020
Asset Protection
Planning Doesn’t Stop Because You’ve Retired
Building enough wealth to sustain yourself in retirement is a monumental achievement. However, financial planning doesn’t end when you no longer rely on a paycheck.
November 17, 2020
Asset Protection
How to Benefit from a Roth IRA and Social Security
Although Social Security helps millions of seniors stay afloat financially, living on those benefits alone could mean winding up cash-strapped in retirement.
November 16, 2020
Asset Protection
What’s the Key to Saving Money in Retirement?
Seniors with limited income need to find ways to lower their medical costs. Here are some options for keeping those healthcare bills in check.
November 15, 2020
Asset Protection
How Important Is Avoiding Probate?
Probate is a process to transfer the assets after someone dies. For example, when a homeowner passes, probate allows for the home to be sold or transferred, if necessary, even though the owner is no longer alive to sign a deed.
November 13, 2020
Asset Protection
Protect Your Estate with Five Facts
The inheritance you leave could be eaten away by taxes or given to the wrong person. Here are five tips to avoid that.
November 12, 2020
Advanced Directives
Avoid Estate Planning Mistakes
These all-too-common misconceptions can steer your estate plans in the wrong direction right from the start. Here’s how to overcome them and tips to build the right plan for your family.
November 3, 2020
Business Formations
Make Your Nest Egg Last When Retiring Early
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.
October 31, 2020