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

Retirement Articles

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Key Elements of Your Long Term Care Plan

October 16, 2018

In Part 1 of this article, I shared my thoughts on how to create a smart and effective long-term care plan, along with 3 key components that need to be considered in your long-term care plan. This week let’s continue the discussion with 4 more critical components of your long-term care plan. Long-term care insurance. […]

How to Build Your Long-Term Care Plan

October 11, 2018

The cost of long-term care is one of the major retirement financial worries. Survey after survey confirms that. The data also confirms that few people do anything about long-term care, other than worry. One survey even found that many people would rather go to the dentist than talk to someone about long-term care. That needn’t […]

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7 “Action Steps” Missing from your Estate Planning Strategy: Part 2

October 5, 2018

No matter what your net worth is, an estate plan is always worth putting into place. It’s a legally binding document that spells out who gets your assets… It offers ways to limit the tax burden on your estate… And it helps your loved ones from having to deal with too many administrative nightmares after […]

The 7 “Action Steps” Missing from Your Estate Planning Strategy

September 27, 2018

Most people, especially those with at least modest wealth, have engaged in some estate planning. Yet few people have complete plans. More likely than not, your estate plan is going to have gaps. There are plenty of anecdotes to support the statement, but there is also concrete evidence. I regularly see surveys of either estate […]

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The Charitable Remainder Trust: How to Protect & Stretch Your IRA

September 19, 2018

The number of people naming charitable trusts as IRA beneficiaries is climbing, and for good reasons. Typically, IRA beneficiaries are individuals, often the surviving spouse or the adult children of the owner. The goal often is to create a Stretch IRA, with the beneficiary taking only required minimum distributions (RMDs) each year so the tax-deferred […]

The New Rules of Social Security [Retirement Watch Fact Check]

September 7, 2018

Almost everyone has a Social Security number, and is eligible for Social Security benefits (starting at age 62). Yet, survey after survey indicates people know little about the program and its benefits. Moreover, a lot of what people think they know is wrong. Let’s take a look at some of the key misunderstandings and oversights […]

How to Incorporate a “Portfolio Transition” in your Estate Plan

August 31, 2018

Have you ever considered how your investment portfolio and other assets will be managed in the future? Odds are — after you’re no longer managing the assets — nothing good is going to happen. Now that may sound awfully negative… but I’ve discovered that too many people neglect to include an investment portfolio transition in […]

Making the Best Use of Home Equity in Retirement Income

August 24, 2018

The residence usually is one of the most valuable assets retirees own. It also is one of the worst-managed assets. Few people realize the home can be used to increase retirement cash flow or know how to do so efficiently. In the past issues of Retirement Watch, we’ve gone over reverse mortgages and issues related […]

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