Blog
Category: Financial & Estate Planning
Preparing For Long Term Health Care – What You Need To Know
Most people above the age of 65 require long-term health care, but people born with mental or physical disabilities may also need long-term health care … Read more
Having the “talk”
The importance of discussing inheritance with your heirs You’ve achieved a level of financial success that allows you to share your wealth with the ones … Read more
Inflation Risks You Need To Avoid To Protect Your Portfolio
Are you looking for ways to mitigate the inflation threat in a portfolio? Here are some factors to consider to protect your portfolio regarding inflation … Read more
6 Essentials Every Estate Plan Must Have
Part of comprehensive family financial planning is creating an effective estate plan which will ensure you are able to pass on generational wealth to your … Read more
Can Real Estate Be a Good Investment for Retirement?
There are many ways to invest for retirement purposes. Most people are familiar with traditional methods of preparing for retirement, such as a 401(k), IRA … Read more
Keeping It in the Family
Give your family the best shot at preserving wealth from one generation to the next. As more baby boomers approach retirement, they’ll start thinking about … Read more
Why Skipping a Generation Can Be a Good Thing
Generation-skipping transfer trusts allow you to pass down your wealth in a tax-efficient way. The new tax law, passed in late December, temporarily raised the … Read more
What Should My Net Worth Be At Age 30, 40, 50, 60?
The foregoing information has been obtained from sources considered to be reliable, but we do not guarantee that it is accurate or complete, it is not … Read more
It May Be Time to Reconsider What Retirement Means to You
Whether you’ve been told you should retire at 62, 65, or some other age, only you can decide what is right for you. In fact, … Read more
Is Your IRA Haunted?
It’s Halloween season! This is the time for ghosts, witches, and trick or treating. What does Halloween have to do with your IRA? You might … Read more
Your Money: The High Price of Ignoring Financial Advice
People hire financial advisers with the very obvious goal of getting advice on how to handle their money. So why do investors often cut advisers … Read more
5 Retirement Blindspots
We all have a vision of the way retirement should be, yet it helps to plan for retirement with a little pragmatism. Fate may alter … Read more