planning

3 Steps You Can Take to Boost Your Retirement Plan in 2019

December 25, 2018

Holiday season is here again. The new year is almost upon us, and 2018 will soon be in the rear-view mirror. You’re probably busy right now looking for the perfect gifts for your friends and loved ones. However, you also may want to take some…

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Minimizing Probate When Setting Up Your Estate

December 18, 2018

Probate subtly reduces the value of many estates. It can take more than a year in some cases, and attorney’s fees, appraiser’s fees, and court costs may eat up as much as 5% of a decedent’s assets. Probating a “routine” estate valued at $400,000 could…

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Investing Means Tolerating Some Risk

December 12, 2018

When financial markets have a bad day, week, or month, discomforting headlines and data can swiftly communicate a message to retirees and retirement savers alike: equity investments are risky things, and Wall Street is a risky place. All true. If you want to accumulate significant…

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When You Retire Without Enough

December 5, 2018

How much have you saved for retirement? Are you on pace to amass a retirement fund of $1 million by age 65? More than a…

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Avoid These Long-Term Care Planning Mistakes

November 20, 2018

Think long-term care isn’t an important retirement risk to consider? You may want to think again. Research suggests that most retirees will eventually deal with…

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Getting Your Personal Finances in Shape for 2019

November 14, 2018

You need not wait for 2019 to plan improvements to your finances. You can begin now. The last few months of 2018 give you a prime time to examine critical areas of your budget, your credit, and your investments. You could work on your emergency…

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Does Your Estate Plan Address End-of-Life Needs?

November 6, 2018

You probably know how important it is to have a written estate plan. Even at its simplest, an estate plan helps the courts and your loved ones determine how you want your legacy and assets distributed. Your estate plan could simply involve a will, or…

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Life Insurance FAQ: Tips for First-Time Buyers

November 1, 2018

Making your first life insurance purchase? That could be a wise decision. No one likes thinking about death, but it’s a risk everyone must face. Granted, if you’re young and healthy, death may not be likely, but it’s still a possibility. If you do pass…

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