Even if you are self-employed, you can still plan for retirement. People who own and run a business often find themselves without the usual plans available to employees, such as a 401(k). However, that does not mean they do not have options to save for retirement, according to Zing! in “Saving for Retirement When You’re […]

The larger picture needs to be considered rather than the short term. The federal estate planning exemptions have been increased. However, that doesn’t mean an estate plan is not needed because it is still a good tool when it comes to protecting your heirs, according to ThinkAdvisor in “Estate Planning Is Still Important“. The new […]

Want to become more in control? Get that estate plan in order. When it comes to investments, the risks involved can make us feel we are not in control. However, if you want to feel more in control, take a good look at your estate plan, according to the Daily Camera in “Freaked out about […]

Retirement accounts usually have the largest impact. However, there are also other income streams. One of the surprises that can catch you unawares is that taxes during the working years are usually much simpler than taxes during retirement, according to The News Tribune in “Implement an efficient tax strategy to make sure your retirement income […]

Scam artist targets woman who is grieving for her husband. Scammers work on the easiest targets, so senior citizens are often their targets in hopes they will catch them off guard at their weakest moments, according to Newsday in “Nassau, Suffolk police warn of phone scammers posing as officials”. The article details the experiences of […]

It isn’t difficult to get the process started. Many Americans make New Year’s resolutions. However, it turns out that very few keep them. One New Year’s resolution that is relatively easy to keep and helps prevent your family from unnecessary stress in the future is getting your estate plan in order, according to The Sentinel […]

Handling the decedent’s final affairs. When a family member passes away, there are some important papers and information that must be gathered. The smart way to address the issue is to gather the papers beforehand and have assistance from an estate planning attorney, according to The Balance in “Important Papers to Locate After Someone Dies“. […]

Assets will have to be divided as well as dealing with paperwork, courts and tax law changes. Dividing up assets is difficult in a divorce and the new tax law changes that went into effect in January 2019 are not going to make it any easier, according to Next Avenue in “How the Tax Laws […]

Don’t wait until you are under pressure, to create these safeguards. If you don’t have documents that protect you, your family and your assets, you should consider doing yourself a favor and putting them on your list to accomplish in 2019, according to Fox Business in “3 financial documents everyone needs“. A Will. The essential […]

A “go-bag” can protect your family, until you can head home again. As we all know from news events, you never know when an emergency will arise that causes the evacuation of your home. If that should happen, do you have a “go-bag” that will protect your family until life returns to normal. If not, […]