Current Affairs

Jun 20, 20162 min read

Tips on Creating a “Life After Me” Document

Once they have their estate planning in place, many baby boomers are creating a “Life After Me” document that lets them say goodbye to...

May 16, 20162 min read

How to Go About Retiring These Days

Don’t Panic! An important lesson of the devastating 2007-09 downturn is that even in the worst of times, recoveries can occur in a...

May 11, 20162 min read

Baby Boomer Estate Planning Lessons for Wills, Funerals and Health Care Expenses

Wills. The long-term consequences of not having a will are huge. Your assets will go to probate, which can leave your family with huge...

May 9, 20161 min read

Ten Mistakes Not to Make with an Inherited IRA

One-third of U.S. households own at least one type of IRA, so chances are that you might inherit one in the future. If that happens,...

May 2, 20162 min read

How to Afford Your Retirement

Take a look at Kiplinger’s “12 Ways to Go Broke in Retirement” and learn how to avoid them. Relying on a single source of income....

Apr 15, 20162 min read

Turning the Big 5-0? Start Planning Now!

Here are six tax planning considerations of interest to those over age 50 from Next Avenue’s recent post, “2016 Tax Planning Ideas for...

Mar 10, 20162 min read

What Will Happen if I Don’t Update my Beneficiaries?

This is a very important step in estate planning because at your death, certain assets pass to beneficiaries named on your accounts. It...

Jan 15, 20162 min read

Dad Left Me Out of His Will… What Can I Do?

Children don’t have the right to inherit, and a father has every right to leave his kid or kids out of his will, says the article, “Your...

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