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Delaware Trust? You May Want to Consider Nevada Instead

For decades creating a trust in the state of Delaware has been the go to option for investors looking for ironclad asset protection The First State is rated one of the four most high profile and highly ranked trust jurisdictions in the U S Many families have established a...
Posted On 09 Mar 2017

5 RMD Strategies to Safeguard Your Retirement, Maximize Your Legacy

There was a lot of fuss back in 2011 when the first wave of Baby Boomers turned 65 There was a lot of fuss back in 2011 when the first wave of Baby Boomers turned 65 SEE ALSO Everything You Need to Know About IRAs and RMDs SEE ALSO Everything You Need to Know About IRAs and RMDs...
Posted On 09 Mar 2017

Preparing for Tough Conversations With Seniors

By  Ronald Roge, CFP® Throughout life, there are many difficult parent-child conversations. Perhaps the most difficult are the conversations that take place between an aging parent and an adult child. It’s best not to enter into these important conversations blindly, so we’ve put...
Posted On 09 Mar 2017

Fiduciary Rule in Limbo, But Investors Are Still Winning

Among the flurry of directives flying out from the Trump administration in the first few weeks of his presidency was an order to delay the implementation of the Department of Labor s fiduciary rule The rule which took nearly six years to materialize was once again cast into...
Posted On 09 Mar 2017

How (and Why) Generation Xers Should Save for Retirement

Born between 1965 and 1980, Generation Xers are no longer the “latchkey kids” and “slackers” of lore; they’ve reached middle-age and are  saving for retirement . Or are trying to, at any rate. In some ways, GenX is living up to its slacker image; 52% of them have saved less...
Posted On 06 Mar 2017

Why Some People Pay Less for Medicare Than Others

SEE ALSO 11 Costly Medicare Mistakes SEE ALSO 11 Costly Medicare Mistakes ANSWER We ll try The 2017 premium is officially 134 but about 70 of beneficiaries those receiving Social Security benefits in December and not subject to high income surcharges will pay much less averaging Source
Posted On 06 Mar 2017

Smart Retirement Planning Takes More than Saying I Do

When couples plan their retirement they should take into account a simple fact of life On average women live longer than men A woman who reaches 50 is likely to live to 83 while a man who reaches 50 is likely to live only to 79 A healthy 65 year old woman will live on average to...
Posted On 06 Mar 2017

Successfully Saving for Retirement is Only Half the Journey

Income planning changes greatly as you near retirement The strategies and tactics you have used for years or even decades to build your portfolio need to be adjusted as you reach this point Retirement minded individuals can t follow the same roadmap they used in their...
Posted On 03 Mar 2017

Why You Need to Budget and Self-Fund Retirement

By  David Chazin As we begin the new year, people often reflect on the past year and what could have been done better. Then we look to the beginning of the year with optimism and thoughts about what we would like to accomplish. Unfortunately, most Americans do not prioritize...
Posted On 03 Mar 2017

7 Key Milestone Ages Toward Your Retirement

Many investors look ahead to certain events in their lives as they plan their retirements These are mostly age based milestones the times when investors make financial decisions that will affect their retirement for better or for worse Many investors look ahead to certain events...
Posted On 03 Mar 2017