Be Smart When You Say “I Do” the Second or Third Time
Can you believe that 37% of second marriages and 74% of third marriages end up in divorce? Those are not good odds. CBS Boston’s recent...
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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
Oct 3, 20162 min read
Shop Around for Medigap Insurance
There’s quite a range of prices for Medicare supplement insurance (Medigap) policies, and there’s a good chance you can decrease the cost...
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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 29, 20162 min read
Don’t Be Shy: Talk to Parents About the Future
The challenge of helping aging parents is a most common issue. For example, a man’s father, who recently was diagnosed with dementia,...
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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 26, 20162 min read
Another Young Actor Dies Without a Will
Young adults and the millennial children of older adults are not who you’d think of as needing estate planning advice. These people are...
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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
Sep 22, 20162 min read
Teen Heartthrob Bieber Doesn’t Want to be “Sorry” When It Comes to Estate Planning
Justin Bieber is only 22-years-old, but it wasn’t long ago he was breaking girls’ hearts around the world with his hit song “Baby.” Now,...
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Kimberly Hegwood
Sep 21, 20162 min read
Fred Thompson’s Adult Children Battle Second Wife in Estate Contest
The widow of former U.S. Senator Fred Thompson of Tennessee has asked a probate judge to dismiss a claim filed against his estate by his...
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Kimberly Hegwood
Sep 20, 20163 min read
An IRA Trust Might Be Preferred Over Naming Individuals or a Revocable Living Trusts
If you maxed out your work 401(k) by taking advantage of matching funds and rolled this to an IRA when you retired, you might not need...
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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 16, 20162 min read
Many Claimants to Prince’s Million-Dollar Estate Knocked Out of Contention
A probate judge in Minnesota who is in charge of the proceedings concerning Prince’s estate has whittled down the large group of...
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Kimberly Hegwood
Sep 15, 20162 min read
Professor Researching the Brain to Find Location of Financial Competency Issues
The National Institute on Aging has announced that scientists are now using magnetic resonance imaging of the brain to examine those...
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Kimberly Hegwood
Sep 14, 20163 min read
Reverse Mortgages Are Back in Style
One couple who wanted to live in a community for people 55 and older in an area they had always admired used a reverse mortgage to...
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Kimberly Hegwood
Sep 13, 20162 min read
West Virginia Hoping to Keep Medicaid Going
Doris Selko knows the budget is tight. She’s the Southern Regional Coordinator for West Virginians for Affordable Healthcare. Selko is...
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