Planning Ahead – Paying for Long-Term Care
If everyone had a crystal ball, they would be able to predict whether they would need to pay for long-term care in the...
Category: Retirement
Retirement planning advice to secure your finances and protect your legacy.
Elder Law: Planning for Medicaid & Nursing Home Expenses
One of the most important aspects of estate planning includes determining long-term elder care. Since traditional health...
What Will New Acts of Congress Mean for Stretch IRAs?
The SECURE and RESA acts are currently being considered in Congress. These acts may impact stretch IRAs. A stretch IRA is an...
Understanding Beneficiary Designations and Your IRAs
If you're like most people, you opened that IRA many years ago. You may not have any idea who you named as your beneficiary....
Why the Secure Act May Make Your Retirement Less Secure
Congress can't wait to get its hands on America's retirement account assets, says The Wall Street Journal in the article...
Here’s How You Know You’re an Adult: 10 Important Documents
Fifty is a little on the late side to start taking care of these important life matters. However, it is better late than...
Estate Planning is Important, Even If You’re Single
Are you single with no kids and approaching retirement? If so, you probably have not given much thought to estate planning....
Making an IRA Part of the Estate Plan
You're hoping to leave your loved ones a nice legacy and something that can enhance their financial security or help them...
Why is Estate and Succession Planning a Process?
Succession planning is a process. 10 years of time goes by very quickly, so the earlier you can start having these...
The Retirement Money Question: How Much Is Enough?
"Most of us vastly underestimate the percentage of income we'll need (for retirement). Here's how to make sure you get that...