Eight years ago, America’s baby boomers, people born between 1946 and 1964, began to retire. At...
Archive - January 2020
How Business Owners Undo Their Years of Hard Work
Business owners believe strongly in the value of their businesses, so they are often tempted to...
Making a Fresh Start for 2020? Here’s Help
There’s a fine line between holding on to important financial and medical records … and hoarding.
Get Withdrawals from Retirement Accounts Right to Avoid Harsh Penalties
Like many investors, you're likely aiming to build a comfortable nest egg to ensure a comfortable...
From Gentle Persuasion to a No-Nonsense Approach, Talking About Estate Plans
Few families, of course, enjoy talking about money. Introduce the idea of estate plans and...
I’m a Fiduciary—What Does That Mean?
Years ago he signed a power of attorney document naming me as his agent, so I could help him with...
What Happens If A Beneficiary Dies Before Receiving An Inheritance?
The death of a beneficiary scenario can arise in settling either a probate estate or a trust...
Succession Planning for Family Owned Farms
Whether you are just now embarking on your succession journey or are somewhere in the middle...
Gig Workers, Don’t Forget Retirement Savings
More than one-third of the American workforce is already part of this on-demand economy, and...
The Many Responsibilities of Inheriting a Home
Understanding what happens when you inherit a house, as well as addressing the tough financial and...