Congrats on your recent nuptials! Now that you’ve said the vows and enjoyed a relaxing honeymoon, it’s time to get down to business. Friends with Beneficiaries The following accounts need to be updated to reflect your spouse as the new beneficiary or transfer on death designation. Existing Checking/Savings Account Life Insurance: Employer-based and stand-alone policy if you already […]
Optimizing Required Minimum Distributions
Seventy-two is an important age milestone for those in or near retirement, as it marks the time when required minimum distributions (RMDs) begin to be withdrawn annually from IRAs and employer-sponsored retirement plans (previously, the threshold was 70 ½). The milestone carries with it tax consequences that are not fixed. Rather, there are a few […]
ABC’s of Funeral Planning
Smart, forward-thinkers who want to be ready for all of life’s milestones must think about the last one; planning and paying for their funeral. While not the most pleasant of subjects, it’s important to consider all the options for the event and address how it will be financed. Otherwise, the expense may be a burden […]
Assessing Your Retirement Resources
How resourceful can you be during your retirement? Determining where your retirement money will come from is an integral part of planning for retirement. Most people draw on three main sources of income: Social Security, employer-sponsored plans, and personal retirement savings. Each offers important resources that can help you fund the lifestyle you seek in […]
Protect Your Assets With a Trust
Contrary to what many people think, trusts are not reserved only for the wealthy. The truth is, people from all walks of life may benefit from a trust. What Is a Trust? Generally speaking, a trust is a legal entity that allows someone to transfer the legal title of an asset to one person while […]
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