Financial Advice for Retirement, Social Security, IRAs and Estate Planning

Retirement Articles

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Legacy Planning: 5 Ways to Enhance Your Legacy in Your Estate Plan

May 18, 2018

Not all gifts are created equal, especially charitable gifts. That’s why legacy planning can be a powerful part of your estate plan. You can leverage the benefits of your gifts, enhancing the financial security of yourself and your heirs while being philanthropic. Estate planners often refer to these strategies as planned gifts or planned giving. […]

How to Plan Life Expectancy in Your Retirement Strategy

May 11, 2018

It’s one of the most important issues in anyone’s retirement plans… And most people completely shortchange it, resulting in a wildly inaccurate plan. You see, a goal of every retirement plan is to ensure your income and cash flow last at least the rest of your life. To meet that goal, you need a reasonable […]

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How to Write an Ethical Will for Your Estate Plan

May 4, 2018

Your estate plan is part of your legacy, but your legacy should be more than financial assets, material possessions and legal documents. For more and more people, the final touch to their estate plans is what sometimes is known as an ethical will. Others have called it a legacy letter, heritage will, family philosophy statement, […]

How to Incorporate Medical Care Decisions into Your Estate Plan

April 27, 2018

My last report  covered all the medical care documents you’ll need, such as your HIPAA Authorization, health care power of attorney (HPOA), living wills and advance directives.  Today we lay out some working guidelines for making important medical care decisions. Do not resuscitate/hospitalize It’s common for older patients, especially frail ones in nursing homes, to […]

The 6 Biggest Risks to your Retirement

What you don’t know about retirement can hurt you. In fact, just a few wrong decisions in your investments, taxes, or estate planning could completely derail your retirement plans. Worse yet, the rules of the game keep changing, making it harder to keep up with. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here for free access.

Estate Planning Strategy: Planning for Medical Care in Retirement

April 20, 2018

Your estate plan should be about a lot more than finances. An estate plan isn’t complete, for example, without the medical care documents. In fact, I always recommend making this a priority. Have the medical care documents finalized while you’re still considering the other issues in the estate plan. Also understand that medical care documents […]

Retirement Tax Strategy: Are You a Trader or Investor?

April 13, 2018

Retirees often earn most of their income from their investments. As such, interest, dividends and capital gains often pay the bulk of their expenses. Some retirees devote so much time and attention to their investment portfolios that they believe investing has become their job or business. And that begs the question:  Can a retiree – […]

How to Protect Your IRAs for Beneficiaries: A Simple Guide

April 6, 2018

How do you increase the odds your IRA will last for a long time? Be sure your beneficiaries know what they need to do! Many people have substantial balances in traditional IRAs. Often, a prime goal is for the IRA to help provide for the next generation or two. One way to do so is […]

Estate Planning Strategies for Changing Interest Rates

March 30, 2018

With interest rates rising (and expected to keep rising), it’s important to understand any effects on your retirement and estate. In our last issue, we reviewed three major estate planning strategies affected by rate changes. Here’s a look at some additional techniques worth checking out… Charitable lead annuity trust (CLAT) The CLAT is sort of the […]

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