Retirement Planning
529 Plans – What You Need to Know
According to U.S. News and World Report, for the 2019-2020 school year, the average cost of tuition and fees is $10,116 at…
How to Stop Worrying About Running Out of Money in Retirement
Many retirees today worry about having enough money for their retirement. Of special concern is if there will be enough money to…
How to Align Insurance with Your Estate Plan
If you’re like most folks, you use a variety of insurance products to manage risk and protect you, your family, and your…
Missed a Required Minimum Distribution?: Here Is How to Fix It
The retirement years are supposed to be carefree—but what if you neglected to take the required minimum distribution (RMD) from one or…
Five Surprisingly Common Planning Mistakes Baby Boomers are Making in Droves
Baby boomers – the first generation tasked with the responsibility of planning for and funding their golden years. This generation, which includes…
High Deductible Health Plan? How Your Health Savings Account (HSA) Works with Your Estate Plan
If you’re enrolled in a qualified high-deductible health plan (HDHP), you must consider how your health savings account (HSA) fits into your estate plan—especially…
Which life events that require an immediate estate plan update?
Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or…
Estate Planning Considerations for Benefits Open Enrollment
The fall, generally late-October or early-November, is the time when employers send out summaries of employee benefits offered by the company and…
5 Steps for Coordinating Plans Across Generations
Intergenerational estate planning is important. This type of planning is about more than just helping one generation build as much wealth as…
The More You Know: Reverse Mortgages & Estate Planning
You have likely seen several advertisements for reverse mortgages if you have spent any time watching television or surfing on the internet….
