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8 Reasons Your Estate Plan May Now Be Worthless

Most people hate reviewing their estate plans and I can t say I blame them From tax law and complex documents to trusts and health care directives the intricacies can be daunting Plus talking about life after death isn t anyone s favorite activity Unfortunately these Source
Posted On 22 Mar 2018

You Dont Need a Financial Planner … Unless …

In practically all aspects of life there are things we can do ourselves and others we can t In practically all aspects of life there are things we can do ourselves and others we can t SEE ALSO Why the 4 Withdrawal Rule Is Wrong SEE ALSO Why the 4 Withdrawal Rule Is Wrong If you...
Posted On 22 Mar 2018

New Medicare Cards Are Coming Soon

Question I remember reading that Medicare will start sending out new cards this year that don t include Social Security numbers How can I find out when I ll receive my new card Do I need to do anything to get it Question I remember reading that Medicare will start sending out new...
Posted On 22 Mar 2018

5 States With No State Sales Tax

There are 45 states plus the District of Columbia that impose a state sales tax on retirees and other residents In addition local sales tax is collected in 38 states The combined levy can be hefty In Tennessee for example the average combined state and local sales tax is 9 Source
Posted On 22 Mar 2018

The Top 10 Pieces of Retirement Advice You Can Give Your Millennial

If you re a parent with kids in their 20s or 30s or any kids at all you re probably no stranger to worrying about their future including their financial future If you re a parent with kids in their 20s or 30s or any kids at all you re probably no stranger to worrying about Source
Posted On 20 Mar 2018

Senior Scams: A New Friend May Signal a Big Problem

Your elderly mother has a new best friend who accompanies her everywhere She has always been frugal but now lavishes pricey gifts on her new pal And although you used to speak with her every few days she never seems to answer your calls anymore Your elderly mother has a new best...
Posted On 20 Mar 2018

3 Things Married Women Need to Know About Their Money

As a financial adviser for nearly 20 years I ve met and consoled several women who were devastated by the loss of their husband or the end of their marriage While the emotional impact of no longer having their lifelong mate is hard enough their mental anguish is often exaggerated...
Posted On 20 Mar 2018

Top 10 Retirement Tips for Your Millennial

If you re a parent with kids in their 20s or 30s or any kids at all you re probably no stranger to worrying about their future including their financial future As you watch your now adult children venture out into the real world though you may see them focusing almost entirely Source
Posted On 20 Mar 2018

How Much Can You Contribute to a 401(k) for 2018?

It s never too early to begin paving your road to a comfortable retirement by contributing to an employer sponsored 401 k account It s never too early to begin paving your road to a comfortable retirement by contributing to an employer sponsored 401 k account 401 k Contribution...
Posted On 20 Mar 2018

How Much Can You Contribute to a Roth 401(k) for 2018?

More employers are adding a Roth 401 k option to their retirement plan which should appeal to workers who anticipate being in a higher tax bracket in retirement More employers are adding a Roth 401 k option to their retirement plan which should appeal to workers who anticipate...
Posted On 20 Mar 2018