A Guide to Retiring as a Business Owner
July 14, 2025
Business owners must plan their retirement differently—because exiting the company is both a financial and emotional decision.
Estate Planning 101: What You Need to Know
November 4, 2024
Let’s hope you have a will and have named a power of attorney for finances and health care.
Relocating in Retirement? What You Need to Know before You Go
September 5, 2024
More than 338,000 Americans moved for retirement in 2023, according to a January study from HireAHelper, a moving-services marketplace.
Seniors Cannot Be Careful Enough About Internet Scammers
August 23, 2024
Criminals on the internet are increasingly going after Americans over the age of 60 because they are viewed as having the largest piles of savings.
Money Tips for Taxes at Different Stages of Retirement
August 15, 2024
When many people think of retirement, they likely envision it as the period of life when they are no longer working.
Senior Coastal Properties Facing Increased Flood Risks
August 1, 2024
Climate change is causing more frequent and severe weather events. Older adults living near the shore must prepare for flood risks to protect themselves and their property.
Crafting Your Legacy: Exploring the Charitable Remainder Trust as a Stretch IRA Alternative
June 12, 2024
The Stretch IRA isn’t what it used to be. However, a Charitable Remainder Trust could be the right way to secure your family’s future.
Spend Your Golden Years in a Coveted State: Estate Planning Retirement Strategies
May 22, 2024
Are you eyeing Florida’s sandy beaches, Colorado’s stunning landscapes, or Virginia’s historical charm for your golden years? This article discusses why estate planning is essential for your golden years and strategies that help secure your retirement.
Can You Gift Money from a Retirement Account?
May 15, 2024
Many people like the idea of giving some portion of their estate to charity. However, charitable gifts are often overlooked or put on the back burner during the estate planning process.
Baby Boomers are Retiring and the Need for Elder Law Attorneys Is Rising
May 2, 2024
Elder law is emerging as part of a holistic estate plan to address medical, financial and incapacity issues as we age. This article examines elder law, the increasing necessity for attorneys in this field and where it fits in estate planning.