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Article-95666

April 25, 2018 |

Do You Have a Plan to Be Productive in Your Retirement?

You need a plan to be generous with your talents in your time in retirement. By having a plan, being a volunteer positively impacts you ...

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Article-95661

April 24, 2018 |

How to Avoid Financial Procrastination

Far too many Americans have put off appropriate financial planning and this means that they find themselves in the midst of a financial planning catastrophe ...

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Article-95658

April 23, 2018 |

I Think My Estate Could Include Crypto Currency

Do you currently own stock in any cryptocurrency? If so, it’s easy to forget about these funds inside your virtual wallet but they should definitely ...

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Article-95654

April 19, 2018 |

Who’s Keeping an Eye on Your 401(K) Plan?

Have you ever wondered who is responsible for reviewing your 401(k) plan and ensuring that it is working for you? More than 54 million people ...

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Article-95652

April 18, 2018 |

Watch Out for Telephone Tax Scams This Year

The elderly are exposed to all different types of possible financial fraud, and unfortunately, tax scams are on the rise. Telephone tax scams have become ...

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Article-95650

April 17, 2018 |

Can I Amend My Existing Trust?

If you have a lot of changes to make to a trust document and you have a revocable living trust, you may be curious about ...

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Article-95647

April 16, 2018 |

What You Should Know About Vetting a Financial Advisor

So you’ve already got to the point where you recognize you could benefit from a conversation with an experienced financial advisor. Along with a CPA ...

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Article-95643

April 12, 2018 |

What You Need to Know About a Supplemental Special Needs Trust

You already know as a parent of child with special needs that you need to look to the future with care. If you’re no longer ...

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Article-95640

April 11, 2018 |

I’ve Got a Long-Term Care Policy. Should I Stop Paying or Keep It?

If you’ve had a long-term care policy for several decades and have continued to pay the premiums, this is an important component of being able ...

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Article-95637

April 10, 2018 |

Have You Talked to Your Adult Children About Your Retirement?

Many older people across the United States have not talked to their adult children about impending retirement plans, which can generate a lot of questions ...

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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>