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...

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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...

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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...

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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,...

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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....

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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...

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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...

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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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