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…

January 22, 2024

Asset Protection

Is Your Estate Plan Ready for Sunsetting Tax Cuts in 2026?

The sweeping tax overhaul enacted in 2017, known as the Tax Cuts and Jobs Act (TCJA), provided a number of income and estate tax reductions and changes.

January 11, 2024

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…

December 11, 2023

Estate Planning

Boomers, Beware: Don’t Spend Your Money This Way in Retirement

Once they retire, many seniors change their spending patterns quite a bit. There’s nothing inherently wrong with this, as long as they remain within their retirement budget.

September 26, 2023

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.

July 27, 2023

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.

July 13, 2023

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.

July 10, 2023

Advanced Directives

What Happens When There’s No Will?

Dying intestate can have unintended consequences for pretty much every family type. However, it is especially painful if there are unmarried partners or stepchildren, who are left out under the law in almost every scenario.

June 22, 2023

Asset Protection

Is It Possible to Split an IRA?

Like most assets, you can inherit an individual retirement account (IRA) after the owner’s death. For spouses, inheriting an IRA is a relatively straightforward process.

June 6, 2023

Advanced Directives

Does Divorce Have an Impact on Estate Planning?

When you’re in the midst of a divorce, you’re probably not thinking about estate planning or your will. However, if you’re divorcing, you should think about the impact a divorce can have on an estate plan.

May 18, 2023

Category: Retirement

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Navigating the Financial Journey to a 100-Year Life

Is Your Estate Plan Ready for Sunsetting Tax Cuts in 2026?

Retirement Planning for Busy Professionals: A Comprehensive Guide

Boomers, Beware: Don’t Spend Your Money This Way in Retirement

What Are My Elder Care Options?

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

Do You Pay Taxes on Gifts From Parents?

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