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Retirement is a time of transition. Those approaching retirement often look forward to the freedom that will be plentiful once they stop working. That flexibility not only allows them to dictate how they spend their time,…
Life insurance has traditionally been purchased for any one of a handful of reasons; to protect loved ones should we die prematurely, meet business obligations, or to fulfill estate planning goals. When these purposes are…
A lot goes into a well thought out retirement plan. Income streams, asset values, return expectations and expenses all play a key role in putting together a plan that works with a high probability of…
There are plenty of risks that we need to think about and manage as we age. Those risks may include market declines, premature death, fire hazards or liabilities associated with driving. As we age, we…
For many of us who are still in our working years, the word retirement doesn’t resonate. We know it’s a goal that we save for, but the reality is, we don’t think about the nuances…
The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 eliminated the need for retirement account holders to take Required Minimum Distributions (RMDs) in 2020. While many individuals simply did not take their RMD,…
As far back as I can remember, I have always had bad eyesight. My mother would tell you that I sat too closely to the TV but the truth is I was dealt a bad…
Have you heard of an ING-teresting trust planning vehicle that can help to reduce or eliminate state income taxes upon the sale of highly appreciated assets? If you live in a high-income tax state such…
Like most election cycles, there has been a lot of talk about the direction of income taxes. While the results of the Senate race will not be known until January, we know that neither party…
Part 2 of 4 Whether you collect first-edition books or sports memorabilia, you’ve likely put significant time, effort, and money into the items you’ve accumulated over time. Regardless of what they’re worth, it’s not unusual…