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Articles

Do I Still Need Life Insurance In Retirement

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When you’re retired, your cash flow is extremely important, and there’s a good chance that you’ve spent plenty of your working years planning specifically for retirement.   A 25 year retirement giving you increasing numbers and longevity can be cause for concern particularly was you evaluate your various expenses and figure out what makes sense […]

So You Are Nearing Retirement-What Financial Options Do You Need to Keep in Mind?

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The closer you get to your age of retirement, the more likely you are to need to engage multiple financial professionals to get all the support that you can. Individuals who are nearing age 65 might not have a plan in place yet for their actual retirement and might not know how much is in […]

Do You Have a Plan to Be Productive in Your Retirement?

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  You need a plan to be generous with your talents in your time in retirement. By having a plan, being a volunteer positively impacts you and outlines your goals for the future. When you have plan in line, you will be able to more effectively accomplish your goals and look forward to your retirement. […]

How to Avoid Financial Procrastination

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Far too many Americans have put off appropriate financial planning and this means that they find themselves in the midst of a financial planning catastrophe when it is too late to take many steps to protect yourself. Thankfully, there are ways to avoid financial procrastination and these can be greatly assisted along by scheduling a […]

I Think My Estate Could Include Crypto Currency

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Do you currently own stock in any cryptocurrency? If so, it’s easy to forget about these funds inside your virtual wallet but they should definitely be included in your estate planning process. If you don’t articulate all of the details surrounding your cryptocurrency, there’s a good chance that the family members who intended to receive […]

015 Senior Moments

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Trust Me!  An episode that discusses different types of trust.

Who’s Keeping an Eye on Your 401(K) Plan?

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Have you ever wondered who is responsible for reviewing your 401(k) plan and ensuring that it is working for you? More than 54 million people across the United States rely on their 401(k) plan as their primary method to save for retirement, but many plan participants don’t know who’s responsible for managing it and how […]

Watch Out for Telephone Tax Scams This Year

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The elderly are exposed to all different types of possible financial fraud, and unfortunately, tax scams are on the rise. Telephone tax scams have become extremely prominent in recent years and despite the fact that there have been featured in the news media and warnings from the federal government, it is tempting to want to […]

Can I Amend My Existing Trust?

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If you have a lot of changes to make to a trust document and you have a revocable living trust, you may be curious about the best way to amend it. Many people may be tempted to simply write their changes directly on the trust document and initial it. However, you need to sit down […]

What You Should Know About Vetting a Financial Advisor

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So you’ve already got to the point where you recognize you could benefit from a conversation with an experienced financial advisor. Along with a CPA and an estate planning attorney, a financial advisor can become an important component of your team of trusted professionals.  You’ll want to interview several different options for a financial advisor […]

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