May is Senior Citizen’s Month, a time to reflect and appreciate all the things the seniors in our lives have…
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There is no shortage of advice flying around about estate planning, much of it from people who aren't even lawyers. Get insight on the popular pitfalls and how emerging economic shifts like cryptocurrency can affect your plan.
How to Secure Your Personal Information Online
Most of us conduct a lot of our personal business online these days, so the necessity of being savvy when it comes to security has never been greater. Hackers are becoming much better at scouring our online lives – including…
Tips to Help You Reboot Your Retirement Plan
Planning for a long and prosperous retirement is no longer just about the money; because of the recession, boomers are needing to reboot their retirement plans. Here are six tips to get you on the right track again: Get healthy.…
The Fiscal Cliff Tax Deal: For Most of Us, It’s a Wash
The American Taxpayer Relief Act of 2012 that Congress passed on New Year’s Day extended the Bush era tax cuts, but the benefits of those cuts for most American taxpayers will be offset by a 2% increase in payroll tax.…
What is the Difference Between a Will-based plan and a Trust-based plan?
In this article I will explain the difference between a Will-based plan and a Trust-based plan so you can make an educated decision for your family about what is best for you and, ultimately, for them. A Will-based plan is…
5 Things We Should Learn From Our Parents About Retirement
When we talk about retirement, most of us are still thinking about our parents’ retirement and how they did – or did not – plan properly for it. It’s no big stretch to think that our retirement will differ significantly…
How to Talk to a Loved One About Estate Planning
Estate planning rarely comes up in the course of regular conversation and if it does, it is usually involves what has happened to a celebrity’s fortune after his or her death. The distance is safe, so the conversation can take…
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