The SECURE Act of 2019 Promotes Lifetime Income Stream Planning
The Setting Every Community Up Retirement Enhancement (SECURE) Act of 2019 was passed in December 2019. In an…
Articles
Fiduciaries and Due Diligence
Many people don’t have a comprehensive understanding of the role and responsibility of a fiduciary. Hopefully, this post…
Taking Calculated Steps Towards Retirement
Retirement doesn’t mark the end of a professional career but rather the beginning of an important life event.…
10 Suggestions to Avoid Retirement Planning Mistakes
Statistics show that women live longer than men, on the average 8-10 years longer and 50 percent of…
Phased Retirement is a Win-Win for the Employee and the Organization
Are you lurking around this site even though you are not retired yet? Or maybe your spouse is…
Medicaid and Life Estates
Life estates have historically been used as part of Medicaid planning. A life estate can be described as…
How Old Are You? Dates to Remember
There are some important milestones to remember as you age especially the ones related to Social Security, Retirement…
Things you may not know about Long Term Care
A friend of mine suggested that I look into long term care and consider buying a policy now…