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Kimberly Hegwood
Mar 16, 20223 min read
Should Inflation Prompt You to Revisit Your Long-term Financial and Estate Plans?
In 2020, COVID-19 shook the world. In 2022, we are still collectively reeling from the impact of the pandemic. As of February, the...
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Kimberly Hegwood
Dec 27, 20212 min read
Make Retirement More Fun with Estate Planning
The words “fun” and “estate planning” are not typically used in the same sentence. Most people see estate planning as a chore to muddle...
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Kimberly Hegwood
Dec 8, 20213 min read
Are My Retirement Assets Protected From Creditors?
Texas offers excellent creditor protection compared to other states. Our Texas bankruptcy laws are better than the federal ones when it...
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Kimberly Hegwood
Jan 30, 20182 min read
What Are the Advantages of A Retirement Trust?
Saving for retirement is often a delicate topic for many people. Whether they are worried about when to save, how much to save, or how to...
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Kimberly Hegwood
Nov 16, 20162 min read
Moving Overseas? Plan Ahead.
The Wall Street Journal recently provided some guidance for Americans relocating overseas in “Moving Abroad? Here’s the Checklist.”...
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Kimberly Hegwood
Nov 4, 20163 min read
Trusts from A to Z
Many folks assume that trust funds are only for the rich, however, people in all types of economic circumstances may see a benefit from...
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Kimberly Hegwood
Oct 31, 20162 min read
Smart Strategies for Social Security Benefits Taxes
The issue of whether your Social Security benefits are taxed is based on your “provisional income.” This is your adjusted gross...
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Kimberly Hegwood
Oct 25, 20162 min read
Bonehead Mistakes Retirees Need to Avoid
With the excitement of retirement, money can be the last thing you would have on your mind. However, if you have a careless approach to...
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Kimberly Hegwood
Oct 21, 20162 min read
Some Surprising Expenses in Retirement
After working hard and saving your money wisely, you’re ready for a successful retirement. Unfortunately, there can be bumps and hiccups...
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Kimberly Hegwood
Oct 18, 20162 min read
Retirees Help Us Learn from Mistakes
As you get nearer to retirement, there is more pressure to plan ahead. Kiplinger’s article, “4 Big Retirement Regrets That You Should...
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Kimberly Hegwood
Oct 4, 20162 min read
Accumulating Income in the Decumulation Phase of Life: Retirement
Retirement is often called the “decumulation” phase, when retirees are steadily spending down their assets. However, many retirees are...
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Kimberly Hegwood
Sep 30, 20162 min read
Make Lower RMDs When Your Retire
Many of us have invested in a 401(k) or some similar savings plan so that we can enjoy a comfortable retirement. But did you know that...
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Kimberly Hegwood
Sep 23, 20162 min read
Old School Traditional IRA versus New School Roth
Money Magazine says that the generation gap has a new frontier: IRAs. The article, “Why Older Americans Should Get Hip to the Roth IRA,”...
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