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Posts Tagged Planning for Retirement

When Is the Purchase of Long-Term Care Insurance Worth It?

When Is the Purchase of Long-Term Care Insurance Worth It?

The financial impact of living a long life should be a consideration in your estate planning. That’s why we take a holistic approach to estate planning– so we can help you cover all the angles and live life to the fullest.

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Are You Leaving Your Retirement Account at Risk Due to Poor Planning?

Are You Leaving Your Retirement Account at Risk Due to Poor Planning?

80% of retirement account beneficiaries immediately liquidate the account and frivolously spend the assets

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Legal Strategies to Avoid Guardianship Proceedings

Legal Strategies to Avoid Guardianship Proceedings

All of these processes will prevent the need for a court to appoint a guardian for you if you become incapable of managing your own affairs. In my experience, it is important to do everything possible to avoid court and having a non-interested third party judge, who knows nothing about you, from making decisions that will impact your life.

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5 Steps to Fix Your Battered Retirement Plan

It’s no secret that a majority of Americans are ill-prepared for retirement.  A recent Forbes.com post detailed the 5 steps you can take now to being repairing the hole in your retirement plan: 1.  Pay yourself first.  Set up an account that is not easy for you

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Are You Really Retirement Ready?

Playing a round of golf whenever you want… Traveling to those exotic destinations you’ve always dreamed of… Spending precious time with grandchildren… Those are all the things most of us think of when we think of retirement. But being ready to retire means more than just reaching

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