Talking to Your Heirs About Your Estate Plan
Talking about “the end” is not the easiest thing to do, and this is one reason why some people never...
Should We Reconsider What “Retirement” Means?
An executive transitions into a consulting role at age 62 and stops working altogether at 65; then, he becomes a...
Year-End Charitable Gifting
Are you making charitable donations this holiday season? If so, you should know about some of the financial “fine print”...
Why Life Insurance Will Always Matter in Estate Planning
Every few years, predictions emerge that the estate tax will sunset. Even if it does, that will not remove the...
The Republican Tax Reform Plan
Major changes may be ahead for federal tax law. At the start of November, House Republicans rolled out their plan...
Are Too Many Baby Boomers Too Indebted?
Imagine retiring with $50,000 of debt. Some new retirees owe more than that. Outstanding home loans, education debt, small business...
Avoiding the Cybercrooks
Imagine finding out that your computer has been hacked. The hackers leave you a message: if you want your data...
An Estate Plan or a Wealth Transfer Strategy?
There are three degrees of estate planning: advanced, basic, and none at all. Basic is better than none, but elementary...
Should You Look at Insurance as an Investment?
Is a permanent life insurance policy an investment? One financial professional might answer that question with a “no,” while another...
Are You Really Saving Enough for Retirement?
Are you on track to save $1 million or more for retirement? If you are 50 or younger, you may...