Use Estate Planning to Prepare for Cognitive Decline
May 17, 2023
Data from sources like the U.S. Census Bureau shows in no uncertain terms that the U.S. population has grown older over the prior two decades.
What’s the Most Common Debt for Retirees?
January 31, 2023
Talk to just about any financial adviser, and they will urge you to enter retirement without debt. However, while a goal of beginning your golden years in the black is laudable, the reality can be very different.
What’s the Most Common Type of Debt for Retirees?
November 17, 2022
Debt can sometimes be hard to avoid in retirement.
Should I Look at I-Bonds for My Estate Plan?
November 4, 2022
Series I savings bonds are drawing a lot of attention. Thanks to high inflation, those issued from May through October 2022 offer a sky-high composite rate of 9.62%.
How to Manage Aging Parent’s Finances
October 3, 2022
Here are five ways to get started on this important issue of an aging parent’s finances.
Can I Retire in a Bear Market?
September 20, 2022
It is a longtime investor’s worst fear: retiring into a bear market. A downturn in stocks can be a blessing in disguise when you are still working and saving for retirement, because you are able to buy shares ‘on sale.’
Will Inflation Have Impact on My Retirement?
August 16, 2022
Inflation hurts everyone. It seems to reach every sector, product and business in one way or another, whether it raises the cost of heating your home, lunches or road trips. However, if you’re a retiree, you may be particularly worried about inflation because your spending habits and income sources might be disproportionately exposed to inflation.
How Do I Maximize My IRA?
July 13, 2022
Use these suggestions to boost the balance in your retirement nest egg.
What Should I Know about Estate Planning before ‘I Do’?
June 7, 2022
The thought of weddings and romance, honeymoons, guest lists, where to register, etc., leaves little room for estate planning. This article will provide five estate planning tips for newlyweds.
Why Is Communication Important in Estate Planning?
May 11, 2022
For most families, the estate planning process is more involved than simply naming beneficiaries. While the primary goal of estate planning is transferring assets in an orderly and tax-efficient manner, it’s just as important to focus on preserving wealth across generations.