Facing our own mortality is an arduous task, perhaps one of the most difficult challenges we will...
Archive - August 2019
Women and Social Security Benefits in a Two-Income Household
The structure of the Social Security benefit designed for women has not kept up with their changing...
Do Annuities in 401(k)s Work for Retirement Income?
Proposed U.S. legislation would make it easier for employers to offer annuities in 401(k)...
Estate Planning Basics Everyone Needs
For many of us, the thought of our own death or incapacity is uncomfortable to consider. Fear of...
Should I Roll a 401(k) Into an IRA?
What should you do with the money in your 401(k), when you leave your job?
Aging is the Sign of a Successful Life
Being able to age successfully is a true accomplishment, and it’s important that individuals...
How Do I Know If Can I Retire Early?
If you're considering retiring early, you'll forego not only the headaches of working but also the...
What You Need to Know If Asked to Be a Trustee
If asked to be a trustee, anyone, unless previously experienced in this field would not know what...
What’s Long Term Care About?
Most people over 65 eventually will need help with daily living tasks, such as bathing, eating or...
How Does an Irrevocable Trust Work?
An irrevocable life insurance trust (ILIT) can provide peace of mind, as you start your estate...