Posts tagged with "retirement"



Estate Planning · May 22, 2019
It’s critically important to have the appropriate safeguards in place to reduce the risk of fraud and identity theft, especially for your senior parents. Because your parents are probably not as savvy about digital technology and may be losing some of their powers of discernment as they age, it’s quite likely up to you to help them protect themselves—and ultimately your inheritance.
Estate Planning · May 08, 2019
When it comes to powers of attorney, there are several options for granting decision-making authority in your life. Which option might be better for you depends on the situation and type of decision. Here are some things to consider when considering power of attorney.
Estate Planning · May 01, 2019
Most of us don’t have that much extra cash lying around. We simply don’t have the luxury of being able to pay off our family home and maxing out our retirement contributions and investing in a side business. It’s pretty much an either-or proposition. Here are a few options and their advantages.
Estate Planning · April 26, 2019
If you leave your retirement account to the people you love outright, simply by naming them as beneficiaries on your retirement account rather than through a special trust, there are many risks you and your loved ones may face. It’s not hard to protect your retirement account for your beneficiaries with the right planning. We have summarized some of the risks for you here.
Estate Planning · August 03, 2018
If you were planning to retire in your 60s, which is when most people plan to retire, it may not be a realistic age anymore. This is because of increased lifespan, rising healthcare costs, and increased need to care for aging parents. You might feel like you haven't saved enough to retire, or haven’t saved at all and that is why retiring in your 60s won’t work. Here is why you shouldn't retire in your 60s, but instead at the age Suze Orman has suggested.
Estate Planning · March 02, 2018
They say the Tax Cuts and Jobs Act is the biggest overhaul of the US tax system in 30 years. The impact will spread far and wide, starting with a significant cut in the corporate rate from 35% to 21% and lower levies on repatriating overseas profits. Yet, like the rest of us, you're probably wondering, "So, what does that have to do with me?" Even with the biggest impact aimed at businesses, there are still several changes to the personal income tax laws, and we highlight them here just for you!
Estate Planning · January 26, 2018
Planning is the ultimate way to face life events that are bound to happen in the future, and one event that everyone must inevitably face is their own death. What's actually fascinating about planning for death, is that studies show it will likely increase your happiness levels during life. In fact, there's a country in the world that actually measures its population's happiness level and demonstrated that reflecting on death causes greater focus and appreciation for life.
Estate Planning · January 19, 2018
These days, owning real estate is a tremendous accomplishment for most families. And if you're fortunate to also be an investor in multiple properties, you'll want to ensure you have the right legal and insurance foundations in place to protect your investment and ensure a roof stays over your head. As they say, it's a numbers game - the most properties you have, the greater likelihood they'll be involved in a lawsuit.
Estate Planning · December 29, 2017
There are many options when it comes to managing your assets for retirement, but which ones really give you the best security throughout life while you're still growing and saving? Here are just a few of the benefits with for transferring your 401(k) assets into an IRA. Let the real saving and growth begin!