What You Cannot Do with a Will
While a will is one of the most important estate planning documents you can have, there are some things it just won’t cover. A will is...
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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 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 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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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 18, 20162 min read
Personal Finance Myths Debunked!
You want to prosper by following tried-and-true principles of effective wealth creation and asset management—not myths passed down from...
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Kimberly Hegwood
Aug 16, 20163 min read
Ready…Set…Start your Estate Planning!
Estate plans have several components to help beneficiaries carry out the requests of the benefactor. You want to start tackling those...
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Kimberly Hegwood
Aug 15, 20163 min read
Attention Gen Xer’s: Mid-Life Planning is Calling
Generation X is hitting middle age! Bummer, to be sure. However, there’s still plenty of time to boost retirement security. If you need...
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Kimberly Hegwood
Aug 12, 20162 min read
Get the Whole Family Involved with Estate Planning!
Hopefully you and your spouse have already begun the communications concerning your respective ideas for retirement. And ideally you...
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Kimberly Hegwood
Jul 8, 20163 min read
Roth IRA or Traditional IRA? That is the Question
When we’re all trying to save more money for retirement, the options can be confusing. For instance, is it better to put money in a Roth...
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Kimberly Hegwood
Jul 7, 20162 min read
Retirement Planning 101
If you plan to retire in the next 20 years, you need to start looking at your options and plan to make more informed decisions about your...
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Kimberly Hegwood
Jul 4, 20163 min read
Retirement Advice from TV’s Golden Girls
Baby boomers are heading toward retirement, and some are already there, as the oldest members of the generation turn 70 this year. This...
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Kimberly Hegwood
Jun 30, 20162 min read
Preparing for the Unexpected
Unexpected circumstances can happen, so don’t put off writing your will. This is a big job. Here are some of the important steps to take...
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Kimberly Hegwood
Jun 29, 20162 min read
Estate Planning Mistake No. 122: Neglecting Beneficiary Designations
Nerd Wallet, in “Avoid This Estate Planning Mistake,” reminds us that many assets have their own beneficiary designations, including...
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Kimberly Hegwood
Jun 24, 20161 min read
The 411 on Health Savings Account Rollovers
Kiplinger’s recent article, “Rolling over Retirement Savings to a Health Savings Account,” advises that you can make a tax-free rollover...
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