Serving Queen Creek, Gilbert, Mesa, San Tan and the entire East Valley

Category: Retirement

Serving Clients Across Gilbert, Queen Creek, and the Surrounding Area

Navigating the Financial Journey to a 100-Year Life
Asset Protection

Navigating the Financial Journey to a 100-Year Life

In an era where living to 100 is becoming increasingly likely, financial planning for retirement takes on a new level of complexity. The Yahoo Finance article, “Retirement Planning: Here’s How Much You’ll Need To Save If You Live to 100”, offers a comprehensive look at this challenge, highlighting the need for a radical shift in our approach to life and financial planning. Understanding the Longevity Revolution The “longevity revolution” concept discussed by Laura L. Carstensen, director of the Center for Longevity, suggests a significant societal shift. This revolution impacts various aspects of life, including health care, personal finance and retirement…

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Retirement Planning for Busy Professionals: A Comprehensive Guide
Estate Planning

Retirement Planning for Busy Professionals: A Comprehensive Guide

For many busy professionals, finding the time to effectively plan for retirement can be a challenge. Between personal commitments and demanding careers, setting aside time to create a retirement plan might take a backseat. However, strategic financial decisions need to be made to ensure a comfortable and fulfilling retirement. This retirement planning guide is designed specifically for planning for busy professionals, helping you navigate this essential process efficiently. Why Is Retirement Planning Essential for Busy People? Despite hectic schedules, retirement planning should not be neglected. Busy professionals often have the benefit of a higher income, which, if managed correctly, can…

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What Are My Elder Care Options?
Estate Planning

What Are My Elder Care Options?

The time to start researching elder care facilities, experts recommend, is before you need one. There are numerous options for elder care, and you don’t want to be caught flat-footed in the event of an unexpected health crisis. Those sudden situations can force you to make a quick decision without the knowledge to make an informed choice.

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How Do I Start Saving for Retirement, if I’ve Been Lazy?
Advanced Directives

How Do I Start Saving for Retirement, if I’ve Been Lazy?

Time is one of your greatest assets or your worst enemy when planning for retirement. The earlier you start saving for retirement, the more time that money has to grow. That means you have to save fewer dollars earlier, in order to achieve your financial goals later.

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Do You Pay Taxes on Gifts From Parents?
Advanced Directives

Do You Pay Taxes on Gifts From Parents?

In an effort to keep taxpayers from transferring wealth from one generation to the next tax-free, there are specific limits to the amount of gifts one may give to any one person each year.

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