Are You Saving Too Much for Retirement?
You have probably been told from the time you have started working that it is never to early to save for retirement. With all the options available, finding a place...
Does Medicaid Count my IRA
If you or an elderly loved one has an IRA you might be wondering if the amount in the IRA counts as an asset when considering eligibility for Medicaid. The...
Differences Between an IRA and a 401k
If you have done any retirement planning at all you have run across both of these terms. While they sometimes can seem interchangeable, there are some very distinct differences between...
Planning for Mid and Late Retirement
Experts say that mid retirement begins around age 70. This means that on the average, you have been retired for 5 or so years and have a good handle on...
Managing the Early Part of your Retirement
Experts define early retirement as the years from when you retire until you are 70. Of course, if you do not retire until you are 70 or more, then these...
How to Use Your Retirement Money
When it is time to shift from being employed to a retiree, all of that saving that was done needs to come into play. There are some things to remember...
Will Your Life Insurance Increase Your Inheritance Tax?
Having the assets you worked hard in life to acquire pass on to whom you wish they go, and not the government, then you need to know exactly what is...
Administering an Estate
If you have been named the executor of the estate of a loved one you may be wondering what responsibilities may fall to you should your loved one pass. Here...
Is it Time to Retire?
When is the right time to retire? That is a very complicated question that can have several variables in the answer. While some people continue to work well into their...
Make Sure Your Legal Agent Will be able to Act on your Behalf
Having someone that can act for you when you are unable to is the whole reason for drawing up a power of attorney. Are you in danger of having your...
Will your Power of Attorney Work?
Having a person appointed as your power of attorney is a necessary step to ensure that your wishes are followed if you are incapacitated or unable to speak for yourself....
Provide Tax Free Help for Kids’ or Grandkids’ College with a 529 Plan
Are you looking for way to invest in your children or grandchildren’s future? Providing them with assistance for college is a great way to do this. The good news is...