It’s that time of year when we are gearing up for the holidays, shopping, and finishing up loose ends. It’s also the time when we need to review all our financial stuff whether we are still working or retired. This includes things like our year-end tax planning, reviewing and making changes to our employee benefit …
I just celebrated my 64th birthday last month, and it’s hitting me like a ton of bricks that I’ll be enrolling in Medicare next year! The enrollment period lasts 7 months, starting 3 months before you turn 65, so that means next July I’ll be exploring my plan. Did you know that you must enroll …
How Retirement Income Planning is Different Than Financial Planning Read More »
My husband is eligible for his pension now and want to compare taking it at age 60 to age 65. He is also looking at taking Social Security early at 62 instead of 70. I think he will find it eye-opening at the least. There is magic in knowing these numbers. With this knowledge, you …
Are You Ready to Get Your Financial House in Order? Read More »
Legacy is more than money — it’s what people think, feel and remember when they speak or hear your name. In addition, Legacy is one of the most difficult and important issues we all face because it has to do with our existence and answers these three important questions: Who am I? Why am I here? Have I made a difference? …
“A tiny change TODAY brings a dramatically different TOMORROW.” Richard Bach We are just entering month two of 2019, and I want you to know that we have planned our editorial calendar around what you asked us for in our recent Smart Women survey. In January, we talked about clearing both physical and mental clutter …
A s a family estate planning attorney, clients often come to me with ideas about wills & trusts that they learned from friends, neighbors, and the internet. I’ve come to realize that a lot of people think they know about wills & trusts – but they don’t. Unfortunately, most people don’t ever find out they …
Wills and Trusts: What You Think You Know … But Really Don’t Read More »
