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Blog

Article-95723

May 30, 2018 |

Six Ways to Afford Long Term Care

Long term care insurance is not the only way to afford your future, but it is one of six ways that you may be able ...

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Article-95720

May 29, 2018 |

Best Side Hustles for Working in Retirement

Entering your retirement years doesn’t mean that you have to stop working entirely. In fact, for a growing portion of the retirement market, retirement is ...

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Article-95716

May 24, 2018 |

Plan for the Best… and Worst

Don’t put off the process of estate planning, such as articulating important agreements like a power of attorney or your will because you assume that ...

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Article-95714

May 23, 2018 |

High Net Worth Clients Must Have Experienced Estate Planners

Anyone who has an extremely high net worth must be mindful of the many different ways that their assets and their overall estate can be ...

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Article-95712

May 22, 2018 |

How Making Better Financial Decisions Can Help You in the Future

Many people are confused about investment basics and this can cause problems when they approach financial or estate planning. Financial planning unfortunately, usually isn’t taught ...

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Article-95709

May 21, 2018 |

Gender Pay Gap Has Retirement Implications for Women

Although women now graduate in greater numbers than men from college, they also carry 64% of student loan debt. A new study completed by Merrill ...

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Article-95705

May 17, 2018 |

What You Need to Know About Estate Planning and Business Succession Planning from The Perspective of a Lawyer

The concept of business succession planning and estate planning must be taken together for anyone who owns a company. There are many different ways that ...

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Article-95702

May 16, 2018 |

Does The 4% Rule Still Factor into Your Retirement?

When thinking ahead about how many assets you need to be putting into your retirement, what different percentages you use will depend on your overall ...

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Article-95699

May 15, 2018 |

Your Estate Plan Doesn’t Have to Be a Failure

Estate planners already know and share often that many plans don’t produce the results the owner expected. The skills necessary to inherit the wealth may ...

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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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Recent Posts

How Do You Know When You Can Retire?

Retirement isn’t just about reaching a certain age—it’s about knowing your finances can support the life you want. Learn the key questions to ask before making the transition. How Do You Know When You Can Retire? For many people, retirement is one of life’s biggest milestones. ...

<p>The post How Do You Know When You Can Retire? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account

Understanding the rules for inherited IRAs is essential to avoiding costly mistakes. Learn the key differences between spouse and non-spouse beneficiaries, required distributions, and important planning considerations. An Individual Retirement Account (IRA) is often one of the ...

<p>The post Inherited IRAs: What Families Need to Know When a Spouse or Adult Child Inherits a Retirement Account first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End

Mid-year is the ideal time for business owners and high-net-worth families to review estate plans, tax strategies, retirement planning, and wealth transfer opportunities before year-end. As the calendar reaches its midpoint, many business owners and affluent families are focused on growing their businesses, managing investments, and enjoying the summer months. However, mid-year is also ...

<p>The post Mid-Year Planning Checklist for Business Owners and High-Net-Worth Families: Estate, Tax & Financial Strategies to Review Before Year-End first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>