As it turns out, your adult children may be helpful in making the transition to retirement. Your adult children may be interested in helping you create a retirement plan that works best for you and your family, according to Next Avenue in “How Your Adult Children Can Help You Plan for Retirement“. Here are three […]

Everyone needs an estate plan. No exceptions. It was determined recently that more than half of the Baby Boomers in America do not have an estate plan and should know more about estate planning, according to Country Living in “Everything Baby Boomers Need to Know About Estate Planning“. The first and most fundamental fact: everyone […]

If you prefer to remain in your own home, check out options before deciding on assisted living. There are many seniors and retired Americans that are not aware of options that help them remain in their own homes if that is what they prefer, according to Next Avenue in “Does Self-Directed Long-Term Home Care Make […]

A cost comes along with a Roth conversion and you can lose some tax deferral. Americans have moved more than $75 million into Roth IRAs since Congress approved the partial or full IRA conversion to a Roth IRA.  However, while it is popular, it doesn’t always work out for the best, according to The Wall […]

There are several measures you can use to protect yourself and your family. The life expectancy for Americans is getting longer and longer, with the concept that the longer you live the more likely you’ll have an even longer life span, according to Kiplinger, in “Are You Ready for Longevity? 4 Steps to Take Now“. […]

Think about what your pets really need for continued care. If your pets are very important to you and your family, you can include and protect them in your estate plan, according to BravoTV.com’s Unleashed in “Don’t Leave Pets Out of Estate Planning“. If you are considering including your pets in your estate plan, here […]

It may be a tough conversation to create an Advanced Directive. However, it can give you peace of mind. While it may be difficult to come to conclusions needed to create an Advanced Directive, it is really a good idea to have one when you reach the age of majority, according to The Herald News in […]

A plan is needed to pass farm and ranch family operations from one generation to the next. The Nebraska Extension office has developed a number of resources to support farm and ranch families that do not have a succession plan, according to TheFencePost.com in “Extension helping Nebraska farm families plan for the future“. The article […]

Estate planning is important regardless of age. However, it is especially important to families with young children. Many young families with small children do not have estate planning at the top of their list. However, it really should be a top priority, according to The Daily Sentinel’s in “What is missing from your estate plan?“. […]

If you are Generation X, you are facing some unique circumstances. Members of Generation X, still feeling the impact of the Great Recession, are facing some real challenges in saving for their retirement, according to TheBalance.com in “Retirement Milestones to Hit for the Gen X Years“. According to a 2018 survey from AmeriTrade, 43% of […]