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Beneficiary Form Checklist

Did you know that your beneficiary forms will trump any other estate planning documents you my have established?                          

Failing to properly update these forms can compromise the legacy you worked so hard to build.

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For Parents: It's Never too Early

Today, your daughter/ son is just little. Taking their first steps, saying their first words. Next, they’re learning how to ride a bike without training wheels, and then before you know it, they’ll be getting their first job, opening their first checking account, going off to college, and then getting tossed into the real world. 

The Power of Purpose

In Drive: The Surprising Truth About What Motivates Us, bestselling author Daniel Pink presents some of the most compelling and useful research in the field of in human motivation. One section, “The Good Life,” is particularly enlightening in regard to how we as individuals establish and pursue our life goals. Pink makes the point, and science confirms, “Satisfaction depends not merely on having goals, but on having the right goals.”

IRA New Year's Resolutions

As 2018 comes to a close, you may be thinking about an array of resolutions you have for the new year. But have you considered making one of your goals to ensure that items related to your retirement account are in order?

Reviewing Your Estate Plan

Reviewing Your Estate Plan

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed.

Qualified Charitable Distributions

Qualified Charitable Distributions.  The law that allows one to make a contribution to a charity from their IRA if they are over 70 ½ has been around awhile.  It was one of those laws that would lapse and then get reinstated.  With the passing of the PATH Act of 2015, it is now permanent.

How The Wealthy Actually Manage Their Money Wealth

10 Insights From The Wealthy You Can Apply To Your Money

I’m sure most of you have heard of Robert Kiyosaki, the author of the famous book ‘Rich Dad Poor Dad’.  One of his points that resonate with me is this: “The poor and middle class work hard for their money.

Planning for Long Term Care

As we age, the odds of incurring an injury or major illness that will prevent us from performing simple daily functions increase substantially. Today, one in three people over the age of 65 will require assisted care of some sort. Past age 75 the odds increase to where one in two will need nursing care.

Things You Should Know About Social Security and Your Retirement

matthew-sleeper-124918-unsplash.jpgWith more than 95% of American workers currently covered by Social Security, there are some things about this massive retirement program that you should probably know.

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