Month: January 2017
Areas in which we may pay more than necessary
So far in this series on wasting money, we have looked at how people may overpay for housing, interest, transportation, food, clothing…
Why You Should Name a Stand-Alone Retirement Trust as Beneficiary
Why You Should Name a Stand-Alone Retirement Trust as Beneficiary (For IRAs and Other Tax-Deferred Retirement Accounts) Naming the right beneficiary for…
Life Insurance and your estate plan
The main reasons most people have life insurance are to pay final expenses (medical, funeral, burial, etc.), replace an income stream and/or…
Where People Waste Money…And Actions to Consider
In Part One of this series on wasting money, we looked at housing, interest and transportation–areas in which you or your loved…
Estate Planning Today Must Include Digital Assets and Social Media
It wasn’t very long ago that we had only paper for financial and tax records. We could simply point to a file…
Are you Wasting Your Money?
Most of us are guilty of wasting money in one way or another. Often we are so busy that we pay too…