Planning Retirement

Asset Protection

Is an Asset Protection Trust the Right Solution to Your Long Term Care Riddle? QUESTION: What is very expensive, absolutely necessary for everyone, but only useful to somewhere around 50 percent of retirees? ANSWER: A plan for funding long term care You see, figuring out how you are going to …

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Rebalancing The Portfolio

Tips for Rebalancing Your Portfolio Amid the PandemicThe headlines are all doom and gloom and yet the markets are off their 2020 highs, but not that far off.  What is going on? And, what are you supposed to do? A recent poll on NewRetirement found that most people with a …

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Financial Well Being

Improve Your Financial Well Being Now (It is Not Impossible) Uncertainty. Fear. Confusion. Sacrifice. Acceptance. Stress. There are a lot of strong emotions that we all share right now. And, worry about our finances is a big one — massive.   Here are 9 steps you can take to improve …

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How to Rollover Your 401(k)

When You Retire or Leave a JobIf you are retiring or leaving a job, you need to decide what to do with your 401(k). In most cases you will want to rollover (transfer) your 401(k) into an IRA or Roth IRA. Pros and  Cons of a Rollover Some companies actually …

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Estate Planning Documents

Estate Planning: 11 Documents You Need for Coronavirus and Always Estate planning lawyers are reporting a significant rise in calls from new and existing clients wanting to make sure that their estate plans are complete and up to date.  Estate plans are critical for anyone and everyone to have — …

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Tax Friendly States for Retirees 2020?

Which Are the Most Tax Friendly States for Retirees 2020? Looking for a great place to retire? Or, wondering if the state where you live is too expensive? Property values, cost of living and lifestyle issues are all important considerations when figuring out where to live.  However, don’t forget to …

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