December 30, 2019 |
Got 2020 Financial Goals? Don’t Skip These
The end of the year is the perfect time for reflection. If this year didn’t add up to all you’d hoped it would be and ...
Learn MoreGot 2020 Financial Goals? Don’t Skip These
The end of the year is the perfect time for reflection. If this year didn’t add up to all you’d hoped it would be and you want to start off on a better foot in the New Year, there are at least four goals you can’t afford to miss on your list.
Start by looking at your biggest debt, which is probably your home. Even if you know that it’s not feasible for pay off that mortgage totally in 2020, having a future date in mind when you do think that goal is achievable gives you something clear to work towards. If you’re nearing retirement age, factor in how this might influence your retirement spending, too. Can you target a payoff date early on in your retirement?
The next phase should be setting up a six month emergency fund. This is money you can tap into during a worst case scenario like a critical home repair or a sudden medical bill. Most people in the U.S. have no emergency savings fund at all.
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Blogs for Estate Planning
December 23, 2019 |
Is Talking About Estate Planning Going to Cause a Fight in Your Family?
Getting together for the holidays or to celebrate the new year gives you a great opportunity to reconnect with your loved ones. But if one ...
Learn MoreDecember 18, 2019 |
How Do I Break the News to My Kids That I’m Not Planning to Pass On Assets to Them?
Deciding to disinherit someone in your family is fraught with emotional considerations and concerns. Wondering whether or not you should inform the family member about ...
Learn MoreDecember 17, 2019 |
The Difference Between Trusts and Wills
Do you know how to decide whether or not you need a trust, a will, or both? Most people partner with an experienced estate planning ...
Learn MoreDecember 16, 2019 |
Are You in The 66% Of Americans Who Don’t Have This Estate Planning Document?
Far too many Americans overlook the potential benefits of estate planning because they believe it’s too difficult, not necessary for their specific situation or too ...
Learn MoreDecember 11, 2019 |
Key Players in an Established Family Trust
Have you thought about using various estate planning strategies, such as a trust, to establish some level of control and clarity during your estate planning ...
Learn MoreDecember 10, 2019 |
What’s Your Big Purpose for Succession Planning?
If you own a company, you can’t afford to think just about the day to day. In fact, even planning ahead for your own company’s ...
Learn MoreDecember 9, 2019 |
Don’t Forget Your HIPAA Authorizations in Estate Planning
In the event that you become incapacitated, it will be important for anyone you have named as a power of attorney agent to be able ...
Learn MoreDecember 4, 2019 |
Are Your Retirement Plan Contributions Up to Par?
The end of the year will quickly be here upon us. Many people have already started their holiday planning, but you can’t afford to neglect ...
Learn MoreDecember 3, 2019 |
Leveraging Your Charitable Giving Before and After You Retire
There’s a good chance that if you’ve been active with philanthropy and charitable giving, that it’s been a part of your life for as long ...
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<p>The post When Your Financial Life Becomes Too Complicated for a Collection of Separate Advisors first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>
