September 24, 2020 •
Estate Planning ![]()
The list of things you need to do after someone dies can seem endless, especially during a time when you are also grieving.
Read MoreJuly 23, 2020 •
Estate Planning ![]()
Social Security benefits are one of the items that fall through the cracks in many estate plans.
Read MoreJuly 14, 2020 •
Estate Planning ![]()
It can be hard to move through your daily life after someone you love dies. It may be even harder to embark on the complex tasks required to put their financial affairs in order. However, you can't afford to put that off.
Read MoreMay 21, 2020 •
Estate Planning ![]()
Now you can actually have a voice in who is chosen, but you need to do it while you have capacity.
Read MoreMay 19, 2020 •
Estate Planning ![]()
There are many ways to implement a successful retirement strategy. One of them is to carefully map out a sensible financial plan and then stick to it through thick and thin. Another is just to wing it, using your intuition and gut feelings, and hope for the best.
Read MoreApril 22, 2020 •
Estate Planning ![]()
If you have never worked or paid Social Security taxes (or not paid them for long enough), you will not be eligible to receive Social Security retirement benefits on your own account.
Read MoreApril 21, 2020 •
Estate Planning ![]()
An Advance Directive/Living Will is that type of document. It provides authorization for the termination of life support. It is a document that only you can sign – you cannot delegate the power to make that decision.
Read MoreMarch 16, 2020 •
Estate Planning ![]()
Research shows that moving 401(k)s to after-tax contributions would boost tax returns in the short term, but leave retirees worse off.
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