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The process of creating an estate plan is filled with emotion-laden decisions. It’s centered on life-and-death issues with personal property and financial assets mixed in.
The new year has begun, and that means there’s very little you can change at this point to impact your financial goals for 2014. But it’s a great opportunity to look ahead and see what you may do to potentially help you reach your financial goals for 2015.
Have you resolved to do a better job with your finances in 2015? Great! But keep in mind that people who make New Year’s resolutions tend to forget about them within a couple of weeks.
Giving to others, whether it’s with money, resources, time, services, or assets, may truly help make the world a little bit better for ourselves and future generations. For every reason you may think of to give, there’s probably a charity with a matching need. Perhaps there’s an organization that you want to help reach its… View Article
The Roth versus traditional IRA debate has been around since 1998. Which one is better for you? Of course the answer depends on many factors, but the kind of IRA you choose can have an important effect on your long-term savings. Thus, it helps to understand the differences between the two. First, there are income… View Article
Professor Rick Plum made an interesting comment on our program a little while back. He said that when people are projected to receive a certain amount on their Social Security check, the amount they’re expecting may not be the amount they actually receive. This is partly because of the Medicare premium that will be deducted… View Article
Large ups and downs in the stock market can be scary for a new retiree. When volatility reigns, those who depend on their portfolios for support through their retirement years can start to feel queasy.