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Probate rises to the forefront of Estate Planning. With only a small minority of estates at risk of owing federal estate taxes, the greater threat to separating your wealth from the objects of your affection and delaying the transfer is probate. Regardless of the value of your estate, you need to spend time considering probate. […]
The IRA and 401(k) industries were upended recently by a report from the Government Accountability Office. Investigators concluded that the process often is a mess when individuals are leaving an employer and need to decide how to handle their 401(k) accounts. The 401(k) rollover process is inefficient, and financial services firms that administer plans use […]
It’s time to reconsider how your cash and “safe funds” are invested. Those of you with significant sum in safe investments or cash have at least one new option that pays more than a competitive yield. In addition, to earning a decent, safe return, the vehicle delivers up to three times your money for any […]
I find that no matter the value of a person’s estate, almost everyone would like to leave something for the grandchildren (or the children). But they don’t want whatever they leave to be wasted. Therefore, demonstrating sound Estate Planning is important. Almost everyone knows the unfortunate statistics of poor estate planning. About 70% of family […]
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. For these reasons, I’ve assembled all the key points – everything you need to know — into one comprehensive report. Click here today for free access.
July 26, 2013 05:45 p.m. Your Retirement Finance Week in Review This was a quiet week in the markets and the economy. All markets traded in fairly narrow ranges but trended towards negative territory. Next week will be a big week for data, with the employment situations reports coming on Friday along with personal income […]
Higher interest rates. Shrinking tax revenues. Higher spending. All of these are risks faced by municipal bond investors. But here’s one that few investors consider. The government officials in charge of a locality’s finances could be pocketing the tax revenue and spending it on themselves. After a while, the government can’t raise taxes any more. […]
Each year the trustees of Social Security and Medicare issue a report. The main focus of the report is the financial condition of the “trust funds.” In recent years one of the public trustees, Charles Blahous, wrote his own summaries of the annual reports with an emphasis on the points he believes are important. Not […]
It’s likely to shorten your life, according to this study. It’s an academic study, and the link is to the abstract. You can download the entire paper free in PDF. The paper says to some extent older people who live with younger people should be expected to have shorter life expectancies, because health problems often […]
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