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...
Category: Estate Planning
Comprehensive estate planning advice to help protect your assets, legacy, and loved ones.
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...
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...
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...
Waited Too Long to Save for Retirement? Here Are Six Things You Can Still Do
In a perfect world, we'd all have saved enough by age 60 to relax about money and start planning our golden years. However,...
Retirement Savings: Ahead of the Curve or Behind the Eight Ball?
Are you saving enough for retirement, asks US News & World Report in the article "Are Your Retirement Savings Ahead of the...
Why do Wisconsin Estates Publish “Notice to Creditors” in the Newspaper?
Assuming you are the type of person who still reads local print newspapers, you might wonder what those "Notice to...
Seniors: Working on Your Bucket List? First, Finish Your Estate Plan
"Many seniors may be more focused on their bucket lists, than worrying about having their financial affairs in...