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Blog Posts in February, 2018

How to Retire Without a Mortgage

Heading into retirement without any monthly mortgage payments to worry about not only provides peace of mind, it also frees up some of your income to spend in ways you’d prefer to spend it once ...
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5 Factors to Help You Decide When to Claim Social Security Benefits

These days, most financial advisers counsel their clients to wait until age 70 to claim their Social Security benefits. This is because most Americans are living longer, and by delaying your benefits, ...
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5 Ways to Make the Most of Your Gifts to Charity

No matter the size of the charitable donation, we all want to be sure it does the most good for the charity receiving it. Here are five ways to make the most of your gifts to charity: 1. Give non-cash ...
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Tips on Helping Aging Parents with Their Finances

Most of us with elderly parents will be able to tell when it’s time to step in and help when our parents are no longer able to manage their health. Unfortunately, the same cannot always be said ...
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Estate Planning for Art & Other Collectibles

If you have a valuable collection of art, cars, jewelry, or another other collectible, you need to be aware of how to properly protect and pass on (or dispose of) these assets, both during your ...
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13 Retirement Planning Mistakes You'll Live to Regret (Part 2 of 2)

There are many pitfalls to avoid when planning your retirement. Kiplinger’s recently outlined 13 retirement mistakes you need to avoid; we shared the first seven in yesterday’s post. Here ...
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13 Retirement Planning Mistakes You'll Live to Regret (Part 1 of 2)

How prepared are you to retire? If you’re fortunate enough to have a pension, do you know your payout options? Do you know how to maximize your IRA or 401(k)? Or when to start claiming Social ...
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The Importance of Including Digital Assets in Your Estate Plan

Today, most of us handle our banking and bill payments online. Not only is it more convenient and better for the environment, companies actually encourage customers to use online account management ...
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Know the 4 Key Factors That Affect Your Estate Planning

When you die, everything you own is considered part of your estate. To understand the importance of planning for the distribution of your assets, consider these four key factors that influence what ...
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5 Critical Issues to Address When Planning Your Retirement

Beyond saving enough money to enjoy the retirement you’ve dreamed of, there are some other critical issues you need to address when planning your retirement. These include: Creating a plan. Your ...
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3 Strategies for Affordable Healthcare in Retirement

According to recent projections by HealthView Services, a man retiring today with a typical lifespan will need an average of $189,687 to pay for healthcare costs not covered by insurance; a woman will ...
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Effects of the New Tax Law on Retirement Planning

With the passage of the Tax Cuts and Jobs Act (TCJA) that became effective on January 1, 2018, there are several changes to the federal tax law that could impact your retirement planning. Some of ...
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