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Organizing your personal finances is especially critical for Baby Boomers who’ve recently retired or Review your investments to make certain they’re in sync with your retirement goals and life changes. This is for your retirement accounts, life insurance policies, and other assets to make sure they are

You can complete a form on your retirement or regular bank account designating the beneficiary who inherits

Money-saving financial tips for individuals and companies,” says that the unique feature of a Roth IRA retirement You can use it to fund your health care through retirement or leave it to beneficiaries and they can You can actually increase money saved for retirement or beneficiaries, just like an IRA.

is a perfect opportunity to review beneficiary information on insurance policies, bank accounts and retirement

Elder Law Attorneys (NAELA), the Center for Democracy and Technology and the Association of American Retired

It’s the same when you name a beneficiary for a qualified retirement plan.

However, US News tells us in “How to Buy a Retirement Home with a Reverse Mortgage“ that you can also This is nice for folks who want to relocate and can’t afford mortgage payments in retirement or are unable Reference: US News (November 30, 2015) “How to Buy a Retirement Home with a Reverse Mortgage” #HoustonAssetProtection

Seniors can be reticent to report abuse—especially when it’s relatives who are victimizing them—because

release any medical information, divorce papers, and escrow mortgage accounts; Individual and group retirement

Do you have a list of your life insurance policies or your retirement plan documents?

Discuss any major life changes, such as changing jobs, adding a new family member, retiring, or receiving

However, as Kiplinger’s Retirement Report points out in “Old Trusts Create Tax Issues for Heirs,” estate Reference: Kiplinger’s Retirement Report (October, 2015) “Old Trusts Create Tax Issues for Heirs“ #CapitalGainsTax