Mind the Gap: Estate Tax Cliff
"When the Tax Cuts and Jobs Act went into effect, many clients and advisors assumed that their days of worrying about the...
Author: Editorial
Ready To Retire? Worried About A Bear Market? Here’s How To Prepare
"For each year in which a bull market persists, workers become likelier to retire. However, those who leave the workforce...
The Time to Plan is Now and Not Later
"The client wanted her surviving spouse to have access to her work email, but her employer shut down the email account...
BIG Retirement Mistakes You Might Make
Though retirement can be a fulfilling time in people's lives, it can also be a stressful one. This especially holds true, if...
A Completely Different View of 401(k)s and Retirement Savings
"A 401(k) plan ensures that you have money to spend during your retirement years. However, there are reasons why a 401(k)...
Planning for the Sad Truth of Growing Old Together
"If you're part of a married couple, it's highly likely that one of you will become a widow or widower at some point....
Celebrated Your 50th Birthday? Retirement Savings Considerations
The 50s are the time of life when your kids are starting to become more independent and may have already moved out. If...
Why You Should Have an Advance Directive
"An advance directive comes up frequently in conversations about health care decision-making, as people age. Their purpose...
Retirement Savings: Focus on Flexibility Instead of That 4% Rule
There is a longstanding 4% rule of thumb that was developed in the mid-1990s, outlining how much a person could safely...
Making Sure Spouse Receives the Most Social Security
Losing a spouse at any time in life is difficult. However, losing a spouse while you are retired also presents some serious...