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Ahead of the Game: A Beginner’s Guide to IRA Distribution Rules and Beneficiary Designations for Estate Planning

Understanding the rules governing IRA distributions One of the most important aspects of planning...
long-term-care-planning

Caregivers: Taking Care of Yourself as You Provide Care for Another

Becoming the caregiver for a parent or spouse with dementia resulting from diseases such as...
Architects Changing Designs As More Seniors Choose to Stay at Home

Architects Changing Designs As More Seniors Choose to Stay at Home

A survey from AARP revealed that about 90% of senior say they would like to stay in their own...
Tips For Boomers Who Don’t Want to Become a Burden

Tips For Boomers Who Don’t Want to Become a Burden

The baby boomer generation is reaching retirement age in droves, and for many the recent financial...
The Election’s Over … Now What Happens to My Money?

The Election’s Over … Now What Happens to My Money?

Now that the election is over, investors are wondering what the future has in store for their...
Economic Downturn, Closer Families

Economic Downturn, Closer Families

With rising lifespans, decreased income as a result of the recession, and other factors, more and...
Can You Name a Child as a Beneficiary to Your IRA?

Can You Name a Child as a Beneficiary to Your IRA?

Retirement accounts play an important role in estate planning. One of the main benefits being that...
Do Your Retirement and Estate Plans Address These Four Risks?

Do Your Retirement and Estate Plans Address These Four Risks?

There are a new set of challenges for retirement and estate planning. People are living longer,...
Getting Started on a Retirement Plan

Getting Started on a Retirement Plan

Retirement and estate planning is so easy to put off, as both events seem so distant. But the best...