Are you prepared for the possibility – and expense – of eldercare? Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Your answer to these questions is probably “no.” What could possibly cost so much? Eldercare. According to the AARP … [Read more...] about Your Extended Care Strategy
5 Major Retirement Planning Mistakes
Why are they made again and again? Much is out there about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Aside from these blunders, some classic financial missteps plague retirees. Calling them “mistakes” may be a bit harsh, as not all of … [Read more...] about 5 Major Retirement Planning Mistakes
ABLE Accounts for Loved Ones with Disabilities
More families should know about these tax-advantaged savings vehicles. Families with special needs children have a new tax-deferred savings option. The ABLE account, also called a 529A savings account, is patterned after the popular 529 savings plan, created to help parents save for a child’s … [Read more...] about ABLE Accounts for Loved Ones with Disabilities
Portfolio Personal Recovery Strategy
If you want to become rich and stay that way, you need to develop a recovery strategy for your portfolio. You don’t want to hold on to any stocks or bonds that are not making any money for you, but you also can’t make a decision at the last minute—by that time it is too late. One of the problems … [Read more...] about Portfolio Personal Recovery Strategy
Finding the Right Investment Advisor
8 Questions To Ask When Interviewing Financial Advisors When working to get your financial house in order, choosing an investment advisor will be one of your most important decisions. An investment advisor will work with you to set financial goals and to develop a financial plan that will enable … [Read more...] about Finding the Right Investment Advisor
6 Rules for Investments
Proven Methods For Investing To Manage Your Assets, Reduce Risk, and Earn Profits If you are looking for proven methods for investing, you have likely searched online, headed to the bookstore, or have asked your friends and family. With the tremendous amount of financial information available … [Read more...] about 6 Rules for Investments
Investing During Illness & Death
Investment During Illness And Disability Have you planned for the ‘what ifs’ in your financial life? If you were too ill to manage your investments, who would manage them for you? You must create a financial plan to manage your assets in the event that you become disabled. And, your plan must be … [Read more...] about Investing During Illness & Death
Will you Outlive your Retirement Plan?
When Traditional Pensions Are No More And Social Security Is Shaky At Best - How Do You Plan For Retirement? As life expectancy continues to increase, so do concerns surrounding the ability of our retirement funds to outlive us. How much money is required to retire comfortably? This is the exact … [Read more...] about Will you Outlive your Retirement Plan?
Second Marriages and Money
According to a recent study, over 40% of all marriages are remarriages. Communication during the marriage, and the protection and preservation of assets becomes vital. One of the most devastating financial surprises which can occur within one’s lifetime is debt acquired with remarriage. According … [Read more...] about Second Marriages and Money