Congratulations on starting your medical career! Now go protect your financial future!
Years and years of school, and hours upon hours working through your residency is now paying off. You have officially become an MD here...
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Kimberly Hegwood
Nov 21, 20162 min read
Saints Owner Will Call Another Play in Fight Over Trusts
The National Football League said “no” to New Orleans Saints owner Tom Benson’s original proposal to remove team ownership from his...
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Kimberly Hegwood
Nov 14, 20162 min read
Complete a Complete Estate Plan
When it comes to planning, the focus is typically on making you better prepared for the future. That means limiting taxes, creating wiser...
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Kimberly Hegwood
Nov 8, 20162 min read
Celebrity Estate Planning Leaves a Lot to Be Desired
One would think that big stars like Prince would have a team of high-powered advisors, compared to the average Joe and Jane. But that...
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Kimberly Hegwood
Oct 20, 20162 min read
How to Plan For a Kid Who Can’t Handle Finances
Many parents face this issue, says NJ 101.5 in its recent post, “When you don’t trust a child with money.” There are some children,...
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Kimberly Hegwood
Oct 19, 20162 min read
Come On, Do I Really Need a Will?
The answer to that question has always been an unequivocal “yes”—especially when there’s a spouse, children or stepchildren. However,...
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Kimberly Hegwood
Oct 10, 20163 min read
The Do-It-Yourself Will Can Be a Bargain or a Bust
A majority of Americans (about 66%) don’t have a written will, and for most, it’s something they’ve postponed until later. It’s natural...
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Kimberly Hegwood
Oct 7, 20162 min read
The 411 on the Generation-Skipping Trust
The estate tax impacts just a small number of Americans, but those who are affected have a heavy burden. At the tax rate of 40%, estate...
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Kimberly Hegwood
Oct 6, 20162 min read
Create Your IRA Exit Plan
IRAs, 401(k)s, 403(b)s and other qualified accounts are popular tools for building a retirement nest egg. But after investing and saving...
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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 28, 20163 min read
Changes are Happening All the Time: Keep Your Estate Plan Current
Congratulations! After putting it off for as long as humanly possible, you’ve finally completed and implemented your estate plan. Check...
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Kimberly Hegwood
Sep 27, 20163 min read
Is Whole Life Insurance Right for You?
Term life insurance will cover you for a certain period of time. Alternatively, whole life insurance also includes a savings account...
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Kimberly Hegwood
Sep 19, 20163 min read
Prenup Isn’t a Four-Letter Word
Young couples going into their first marriage with little or no assets don’t usually have much to lose by combining their assets as they...
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Kimberly Hegwood
Sep 6, 20162 min read
Understanding an Estate Plan Versus a Wealth Transfer Plan
Fewer than half of adult Americans have estate planning documents. For those who die without a will or trust, their state laws determine...
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Kimberly Hegwood
Sep 5, 20162 min read
How to Keep the Vacation Home in the Family
If you want to keep your vacation house in the family, start planning. If you don’t include it as part of an overall estate plan, it can...
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Kimberly Hegwood
Aug 30, 20162 min read
Tighten Up Those Loose Ends in Your Estate Plan
Loose ends in estate planning can lead to lost opportunities, stress, last-minute fixes or—worst of all—failing to designate money to...
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Kimberly Hegwood
Aug 29, 20162 min read
A Close Look at the Costs for End-of-Life Care
A recent study showed that people in the U.S. fear developing Alzheimer’s disease more than any other major life-threatening...
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Kimberly Hegwood
Aug 26, 20162 min read
The Importance of Beneficiary Designations
THV11’s recent post, “The importance of beneficiary designations,” explains that designating beneficiaries is a very important part of...
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Kimberly Hegwood
Aug 25, 20162 min read
Look out: Medicare Changes on the Way!
The long-term outlook for Social Security old-age and disability benefits is still good, with promised benefits payable until 2034....
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Kimberly Hegwood
Aug 19, 20162 min read
How to Take that First Required Minimum Distribution from an IRA
If you turned 70½ in 2015, you were required to take your first required minimum distribution from your IRA by April 1, 2016. But do you...
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