by Christine | Nov 14, 2014 | Asset Protection, Estate Planning, Financial Planning, Tax Planning |
Money security, in most cases, is a choice. It requires the right mindset and consistent actions. Like learning a craft or skill, time, patience and devout determination is required, most especially if you are starting from a difficult position. How do you deal with...
by Christine | Sep 4, 2014 | Asset Protection, Beneficiary, Beneficiary Designation, Beneficiary Forms, Estate Plan, Estate Planning, Estates, Financial Planning, Guardianships, Inherited IRAs, Inheritors, Probate, Trusts |
You may have made a giant estate planning mistake without even knowing it — forgetting to update the names of your beneficiaries for your employer-sponsored retirement plans, IRAs, life insurance policies, mutual funds, bank accounts, brokerage accounts, annuities and...
by Christine | Mar 28, 2014 | Elder Law, Financial Planning, Retirement, Taxes |
A lot of things change in retirement, and your taxes are one of them. But they don't have to be so painful. There are a lot of variables in play when it comes to budgeting for retirement, to include ever lengthening life-spans and ever increasing medical bills. No...
by Christine | Dec 5, 2012 | Financial Planning, Lottery Winner |
“If you've never had the comfort of financial security before, if you were really eking out a living from paycheck to paycheck, if you've never managed money before, it can be really confusing. There's this false belief that no matter what you do,...
by Christine | Sep 27, 2012 | Estate Plan, Estate Planning, Financial Planning |
If anyone needs proof of the importance of revisiting their estate plans annually, consider the case of a wealthy family that sold its retailing business to Best Buy. Perhaps you have heard that 2012 is a unique year for planning. However, did you know that 2010 was...
