Financial Planning

Passing an estate on in the most efficient manner possible is a tough thing to manage. Especially if you haven’t had at least a general conversation about where your money is, how to get to it and — just as critical — how to minimize the taxes on various types of investments when they’re inherited. ...

Most people are aware of the importance of estate planning, but often times digital assets are overlooked when planning for seniors. After all, how many seniors have online bank accounts or are active on social media? ...

I find that many retirees would prefer to have the money earlier, at say age 66, because they feel they won’t be as active or travel as much later on, at age 82 or 83. Therefore, to them personally, the money means more to them now than in 15 to 20 years. ...

To avoid boredom in retirement, start planning seriously for what all that newfound time will mean for you. If you’re still working and can’t take a few months off to pretend you’re in retirement, use accumulated vacation or sick time to do nothing but stay in your town. ...

There are hundreds of claiming strategies for Social Security benefits, so do your research before you make your move. ...

We're getting closer, and some of us are already there.  Retirement - when to take it, how to do it - is a topic all of us seem to want to talk about. It makes sense; when we were in our 30s, we talked about babies and kids, in our 40s it was career changes and houses. And now... retirement. ...

Call it Executor Duties 101: A Guide to Estate Settlement. Or call it a major inconvenience. If you've never been an executor, you probably know someone who has, and you've likely heard their complaints. Carrying out the terms of someone’s will comes with a lot of responsibilities. While you will most likely work with a lawyer who specializes in estate planning and probate, keeping track of your obligations can feel overwhelming. ...

4 Keys to a Happy and Prosperous Retirement The goal for retirement is to have a long and happy life you love. It takes more than just money, so do some self-searching well before you retire. A financial planner tells us how.   ...