December 31, 2021 |
Waiting To Retire Could Be Better for Your Brain
New research from the Max Planck Institute for Demographic Research indicates that putting off retirement until a later age could slow down your rate of ...
Learn MoreWaiting To Retire Could Be Better for Your Brain
New research from the Max Planck Institute for Demographic Research indicates that putting off retirement until a later age could slow down your rate of cognitive decline. 
The research found that staying in your full time role until at least age 67 can help to protect you against cognitive impairment such as that caused by Alzheimer’s. Researchers looked at data pulled from the United States from more than 20,000
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Blogs for December 2021
December 29, 2021 |
Everyone Should Redo Their Financial Plan
The spread of the Omicron variant of Covid-19 is prompting many financial professionals to reach out to their clients to update those clients’ financial plans. ...
Learn MoreDecember 27, 2021 |
What Is a Dynasty Trust?
If you are looking to transfer wealth through multiple generations you might consider using a tool known as a dynasty trust. This is a strategy ...
Learn MoreDecember 23, 2021 |
Which States Don’t Charge a State Income Tax?
As you get older and plan ahead for retirement, it’s important to think about all the financial implications of the decisions that you make. For ...
Learn MoreDecember 21, 2021 |
What Is the Purpose of a Charitable Trust?
In discussing and researching options for your own estate planning, you may come across multiple options and strategies that can help you accomplish your goals. ...
Learn MoreDecember 17, 2021 |
Study Show Few Employees in America Are Confident in Their Retirement
Do you have a solid retirement or estate plan? If not, you could be exposed to unnecessary challenges in the future or put your loved ...
Learn MoreDecember 16, 2021 |
What Is Succession Planning with GRATs?
The gap between what your current business is worth during the process of completing your estate and succession planning and what it could be worth ...
Learn MoreDecember 15, 2021 |
Signs of Alzheimers in Loved Ones
If you notice that a loved one has started to show signs of dementia, this is important from a care perspective a legal perspective. The ...
Learn MoreDecember 10, 2021 |
When Should You Consider Using a Charitable Lead Annuity Trust?
If you experience an income or financial surge this year like a bonus, a sale of crypto currency, or appreciated option exercises, you may wish ...
Learn MoreDecember 9, 2021 |
New Study Shows Reverse Mortgages Could Improve Wealth and Reduce Risk for Retirees
Retirees have many important considerations when it comes to elder law and their estate planning. One financial option that is advertised to many retirees is ...
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Recent Posts
Business Owners: Five Financial Conversations to Have Before December
Before year-end, business owners should review profit projections, cash reserves, major purchases, retirement plan funding, and personal financial goals with their advisory team. The start ...
<p>The post Business Owners: Five Financial Conversations to Have Before December first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture
Before making year-end tax, investment, retirement, business, or charitable decisions, consider how each move affects your broader financial picture. Year-end financial planning often starts with ...
<p>The post Before You Make a Year-End Financial Move, Ask How It Affects the Rest of Your Financial Picture first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
Why the Family Office Approach Makes Sense for Franchise Owners
Franchise ownership can create financial complexity across businesses, investments, taxes, estate planning, and family wealth. Learn how a family office approach can help bring these ...
<p>The post Why the Family Office Approach Makes Sense for Franchise Owners first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
