by Christine | Feb 28, 2016 | Estate Planning, Retirement Planning |
We'd all rather plan a vacation than confront our own mortality. But planning for retirement, estate planning and vacation planning are all necessary to achieve your goals. The same people who put off estate planning have no problem finding the time to plan their...
by Christine | Jan 11, 2016 | Retirement Planning |
There are many ways you can ramp up your retirement income in 2016. Taking advantage of every possible way to grow your savings through employer matches and IRAs can help make 2016 your best retirement savings year ever. The number of Americans who need to ramp up...
by Christine | Dec 3, 2015 | Elder Law, Estate Planning, Retirement Planning |
Once upon a time, we all visited Grandma and Grandpa at the family homestead, and the siblings and their own children would pitch in to help care for them and their home. Times have changed, and now it’s more likely that Grandma and Grandpa live in a modern condo. A...
by Christine | Aug 19, 2015 | Beneficiary Designation, Estate Planning, Retirement Planning |
For many Americans, the majority of non-real estate assets are their retirement accounts and life insurance policies. However, a large number of people forget to update their designated beneficiaries, which can lead to key assets going to unintended beneficiaries. An...
by Christine | Aug 13, 2015 | Retirement Planning |
Savvy individuals, estate planning lawyers and financial advisors are not averse to finding unintended benefits when Congress makes changes to laws regarding retirement accounts and Social Security payments. Unfortunately, when too many of these techniques are...
by Christine | Aug 11, 2015 | Financial Planning, Retirement Planning |
With two-thirds of Americans experiencing disruptions to their retirement planning resulting from divorce, major illnesses, unemployment or business troubles, the road to retirement has become bumpier than ever, according to a new TD Ameritrade survey. The challenges...
