Your Family’s Investments Require a Strategic Change20230203154005
Your Family’s Investments Require a Strategic Change
February 3, 20230 comments
An entire generation of investment advice has collapsed in one short year. Traditionally, bonds have been a safe and steady investment. Since the 1980...
When the Worst Investment Turns Out to be the Best Plan20221005054732
When the Worst Investment Turns Out to be the Best Plan
October 5, 20220 comments
Most of us know that annuities are not an outstanding investment, at least most of the time. But there are exceptions to that general rule, and these ...
Taxes and Retirement – Plan Now to Save Thousands20220830132520
Taxes and Retirement – Plan Now to Save Thousands
August 30, 20220 comments
Minimizing income tax and maximizing income in retirementWhat are the best retirement vehicles for you, given your age, income bracket, tax bracket, a...
To Roth or not to Roth20210713112600
To Roth or not to Roth
July 13, 20210 comments
Tax advantages for IRA conversionsA good financial advisor will use different tools available in order to blend your retirement income to minimize inc...
What to Do When a Loved One Dies20210624122917
What to Do When a Loved One Dies
June 24, 20210 comments
I’ll never forget the morning after my mom died. It certainly wasn’t a surprise, she had declined slowly over more than 20 years with early-onset Alzh...
Is it time to re-allocate some of your assets?20210427111910
Is it time to re-allocate some of your assets?
April 27, 20210 comments
A New Interest Rate EnvironmentMost people hold bonds as a conservative posture in their portfolio because they are perceived as steady and consistent...
Why they’re not singing in Italy anymore20200406203221
Why they’re not singing in Italy anymore
April 6, 20200 comments
April 7th, 2020 A Note from Catherine Working from home I feel isolated from the challenges of the pandemic. I sit in my office and focus on work and ...
SECURE Act: Stretch Inherited IRA Replaced with 10 Year Rule20200130134120
SECURE Act: Stretch Inherited IRA Replaced with 10 Year Rule
January 30, 20200 comments
SECURE Act: Stretch Inherited IRA Replaced with 10 Year RuleBy Jess BolenThe SECURE Act, which was signed into law in late December 2019, has rightful...
Estate Planning Start to Finish: One Couple’s Experience20191002160730
Estate Planning Start to Finish: One Couple’s Experience
October 2, 20190 comments
Estate Planning Start to FinishBy Tiana Rivera and Jess BolenOn a late-summer morning Glyn and Phyllis Howells could have been out enjoying the perfec...
How to Protect Yourself and Your Loved Ones from Financial Elder Abuse20180912102033
How to Protect Yourself and Your Loved Ones from Financial Elder Abuse
September 12, 2018Adult Protective Services, Elder Abuse, elder care law, end-of-life care, estate attorney, estate lawyer, Estate Planning, estate planning attorney, estate planning law firm, estate planning trusts, financial elder abuse, healthcare power of attorney, life insurance, living will, medicaid attorney, Medicaid lawyer, powers of attorney, revocable living trust, trust and estate planning, trust estate planning, trusts, universal HIPAA release, what is estate planning?, wills0 comments
In July 2018, a judge granted a restraining order to protect comic-book creator Stan Lee and his family from a memorabilia collector and former manage...