Two Reasons to Consider a Trust
You may think that a trust is only for the rich and famous. The fact is, you don’t have to have a whole lot of wealth to consider a trust. ...
What to do With Tangible Wealth
When the topic of estate planning comes up many times tangible wealth can be glossed over or forgotten. With a focus on investments, monetary assets and real estate the amount ...
What to do With Your Home
Part of your retirement planning should be to consider what is going to happen with your home. In many cases the home is your primary asset which means that there ...
When to Consider a Non Tax Deferred Retirement
If you are paying into a 401k program you may be taking advantage of the tax deferred benefit of the program. This can be appealing because of the promise of ...
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 ...
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 ...
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 ...
Are You Reducing Your Spouse’s Social Security Benefits?
The idea of retirement appeals to all of us. Having time to do what you want, when you want an not having to worry about answering to a job or ...