September 6, 2019Financial Planning, Retirement Planning After Death, A Final Retirement Account Distribution Must Be Made Federal law requires that beginning on April 1 of the year after you reach age 70 1/2, you must begin...
December 10, 2018Financial Planning The 5 Phases of Effective Retirement Planning Without question, the core strategy to succeed in having enough for retirement is living well within your means. Keep in...
December 5, 2018Elder Law, Estate Planning, Financial Planning, Medicaid AVAILABLE TOOLS TO HELP FOR A BETTER FUTURE “Will you still need me, will you still feed me, when I’m sixty four?” When Paul McCartney penned those lines...
December 30, 2015Financial Affairs, Financial Planning 6 Tips to Help People Pay Off Credit Card Debt The average credit card balance for an American household as of August of this year was $7,529, which is an...
January 14, 2015Estate Planning, Financial Planning I Don’t Have Children – Who Will Care For Me? (Estate Planning for Childless Women) Estate Planning for Childless Women Over the years, many women decided that they didn’t want children. Their decision was made...
July 21, 2011Daily Money Management, Financial Planning Some Advice About Personal Budgeting and Bill Paying for Parents Question: Help! We need some advice about personal budgeting and bill paying for my parents, who are in their early 70’s. My...