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Blog Posts in October, 2014

How to Plan for Retirement in Your 20s (Part 2 of 2)

There are some steps you can take that will help you build better financial habits while at the same time ensuring your retirement comes without money worries. Here are the second 5 of 10 steps to ...
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How to Plan for Retirement in Your 20s (Part 1 of 2)

We understand that when you are in your 20s, you think your retirement that is decades in the future is not important to focus on right now. You may have student loans to pay off or want to spend your ...
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3 Questions to Answer Before You Agree to Be an Executor

If you have been asked to be the executor of a family member or close friend's estate after they die, you might agree without really knowing what the job entails. Many people have done so, to ...
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4 Steps to Rescue Your Retirement at 55

According to the Federal Reserve, most Americans aged 55-64 have accumulated only $120,000 in retirement savings. This would add just $400-$500 in income per month on top of their Social Security ...
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7 Tips to Make Things Easier for Your Heirs

Here are some key estate planning steps you need to take to ensure that your family will be able to carry out your wishes after you are gone: Organize. Create a file labeled "Estate Plan" ...
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2 Common Events That Trigger Changes in Your Estate Plan

One of the driving factors for people who create estate plans is to provide adequately for a surviving spouse. The process can become more complicated when it involves multiple marriages and children ...
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How to Choose a Trust That Benefits Both You and a Charity

Giving to charity via a trust is not only for the wealthy; you can get the emotional and tax benefits of donating just a few thousand dollars by participating in a pooled charitable trust. There are ...
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Use a Will to Express Your Wishes, No Matter How Strange

Some of the most unusual stipulations in wills have to do with pets inheriting an entire estate, how someone's body will be handled after death (cremation or burial would both be too ordinary for ...
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Retirement Planning: Don't Forget These 5 Most Overlooked Retirement Costs

When planning for your retirement, it is important to consider all the costs you will have to cover once you are no longer working. Many people find it easy to identify the costs they will not longer ...
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5 Steps to Secure a Better Retirement

Research shows that more than half of us will underestimate how much money we will need to live on in retirement, primarily because most of us also underestimate how long we will live. But with the ...
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Fund Trusts Properly to Avoid Probate

Once you create and sign your trust, the next step will be to transfer your assets into – or "fund" – the trust. A trust that has not been funded is an empty shell, and will not ...
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Florida Asset Protection: How to Stay Rich

People with substantial assets, and those who are about to receive them, are wise to look for ways to protect those assets. Here are five asset protection strategies that can help you preserve your ...
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How to Talk to Your Spouse About Retirement Planning

You've invested and saved for retirement all your working life and you think you have your retirement all figured out...but does your spouse share that same dream? According to recent research, ...
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Social Security: 10 Things You Should Know

Social Security is the primary source of retirement income for millions of Americans over the age of 65. Based on contributions made over your years of employment, the amount of your monthly benefit ...
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5 Budget Busters That Could Wreck Your Retirement

Planning for the unexpected is seldom easy, and failing to plan can make a significant dent in your budget. However, the stakes go up significantly when you're retired and likely living on a fixed ...
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The 3 Phases of Managing Retirement Income

Planning for retirement is a task best undertaken throughout our working lives and not to be left to "some day when you're older." In fact, there are three important phases of retirement ...
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3 Strategies for Married Couples to Maximize Social Security Benefits

For married couples where both spouses have a work record and will be entitled to receive Social Security retirement benefits, there are some strategies that will help you maximize your benefits for ...
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Tips to Protect Assets In Case of Dementia

It is estimated that one in eight Americans will suffer from some form of dementia after the age of 65; here are some tips that can help protect your assets in case you become incapacitated: Assemble ...
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Top 10 Considerations When Creating a Florida Will

A Florida last will and testament is a crucial document that spells out your wishes for the disposition of your assets – and once you are gone, family members cannot go back and "fix" ...
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The 5 Taxes You Need to Plan for in Retirement

Even though most retirees experience a drop in income in retirement, there are taxes that follow us all into our golden years; here are some taxes you should plan for in retirement: Social Security ...
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5 Reasons to Hang On to Your Life Insurance Policy Once You're Retired

The kids are grown and gone and you're now retired. So you may wonder if you still need that cash-value life insurance policy you purchased awhile ago. Here are five reasons why retirees might ...
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How Women Can Get the Most Out of Retirement

As we all know, women live longer and earn less than men, so it follows that they need to employ good retirement planning strategies in order to protect their finances. Here are five retirement ...
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6 Strategies for Family Wealth Succession Planning

One of the greatest benefits of accumulating wealth is to help ensure the financial stability of future generations. This is also one of the greatest challenges wealth creators face. Fortunately, ...
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