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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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Article-95634

April 9, 2018 |

Why Procrastinating Can Be a Huge Mistake for Your Estate Planning

Everyone has heard some type of nightmare tale about what has happened to a person’s assets when they weren’t properly included in an estate plan. ...

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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>