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Article-95696

May 14, 2018 |

Are You Prepared for Thousands of Days in Retirement?

Many people who are looking ahead to their retirement may miss out on the fact that increasing longevity numbers show that once you have retired ...

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Article-95694

May 10, 2018 |

Most Common Financial Challenges Of Widows And Widowers

Widows and widowers face unique financial challenges when approaching their future.  The sudden loss of a spouse can represent a distinct change in their life ...

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Article-95691

May 9, 2018 |

New Study Can Reveal Alzheimer’s Symptoms 10 Years In Advance

A new study identifies that there is artificial intelligence that could help identify the early signs of Alzheimer’s and Dementia-related problems approximately a decade before ...

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Article-95688

May 8, 2018 |

Retirement, Estate Planning Work Together

There are five core areas that you must focus on in order to cover all of your bases with regards to estate and retirement planning.  Many ...

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Article-95684

May 7, 2018 |

Estate Planning For Both Spouses

The death of a spouse can generate numerous challenges for the surviving person in terms of the familiar, estate and financial responsibilities.  This is particularly challenging ...

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Article-95681

May 3, 2018 |

What Happens to Basic Wills/Trusts After I Pass Away?

Basic trusts and wills are value estate planning tools that essentially assure that your assets are distributed according to your wishes after you pass away. ...

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Article-95678

May 2, 2018 |

Who Is Taking Care Of Your 401(k) Plan?

Many people make regular deposits into their 401(k) plan, which is likely matched by an employer, but have you ever thought deeply about who is ...

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Article-95675

May 1, 2018 |

Entrepreneurs Need Estate Planning, Too

Young entrepreneurs have a variety of different things on their plate, and many of them may be averse to estate planning because they are concerned ...

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Article-95672

April 30, 2018 |

Do I Still Need Life Insurance In Retirement

When you’re retired, your cash flow is extremely important, and there’s a good chance that you’ve spent a great deal of your working years planning ...

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Article-95668

April 26, 2018 |

So You Are Nearing Retirement-What Financial Options Do You Need to Keep in Mind?

The closer you get to your age of retirement, the more likely you are to need to engage multiple financial professionals to get all the ...

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Recent Posts

Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You

Many people look forward to a tax refund, but is it actually a good financial outcome? Learn what a tax refund means and how to think about withholding and tax planning. Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You Each spring, millions of Americans eagerly await their tax refund. For many households, ...

<p>The post Should You Be Getting a Tax Refund? What Your Return Might Really Be Telling You first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Five Key Considerations for Aging in Place Safely and Successfully

Aging in place requires more than staying home. Explore five essential areas families should plan for—from safety modifications to care support and financial planning. Aging in place is often associated with independence and familiarity. Yet remaining in the home long-term requires ...

<p>The post Five Key Considerations for Aging in Place Safely and Successfully first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options

Choosing between a lump sum payout and a lifetime pension can be one of the most important retirement decisions. Learn the key factors to evaluate ...

<p>The post Lump Sum vs. Pension Payments: How to Evaluate Your Retirement Income Options first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>