Financial Planning

Financial Planning

“Silver Tsunami” Prep 101 – Health & Money Issues

In 2016 voters listed terrorism as their first and most serious national concern, but only 80 Americans were killed in terrorist attacks between 2004 and 2013, while millions of individuals faced grave difficulties related to aging. ...
Read more 0

Baby Boomers Have Financial Superpowers

They are passing $30 trillion down to their children and grandchildren, and this means they have the power to shape the next generation's financial futures. Here's how to use that power for their own good. ...
Read more 0

What’s Your Money Message to Your Grandkids?

We're all products of our family's financial legacy. My grandfather used to save pennies and not tell my grandmother. He still bought stock (even though they lost everything during the Depression) with those pennies, and after he died, my grandmother was able to live to almost 100 years on the stock he had bought and never told her about. I learned from him, and from my grandmother, too. ...
Read more 0

5 Financial Issues Your Kids Will Face with Your Estate

Passing an estate on in the most efficient manner possible is a tough thing to manage. Especially if you haven’t had at least a general conversation about where your money is, how to get to it and — just as critical — how to minimize the taxes on various types of investments when they’re inherited. ...
Read more 0

How to Protect Your Online Assets After You’re Gone (and by gone, we mean dead)

Most people are aware of the importance of estate planning, but often times digital assets are overlooked when planning for seniors. After all, how many seniors have online bank accounts or are active on social media? ...
Read more 0

The Social Security Question : When Should I Claim It?

I find that many retirees would prefer to have the money earlier, at say age 66, because they feel they won’t be as active or travel as much later on, at age 82 or 83. Therefore, to them personally, the money means more to them now than in 15 to 20 years. ...
Read more 0

9 New Year’s Resolutions for the Nearly-Retired

To avoid boredom in retirement, start planning seriously for what all that newfound time will mean for you. If you’re still working and can’t take a few months off to pretend you’re in retirement, use accumulated vacation or sick time to do nothing but stay in your town. ...
Read more 0

Your Social Security Income Can Make or Break Your Plan – Don’t Mess It Up

There are hundreds of claiming strategies for Social Security benefits, so do your research before you make your move. ...
Read more 0