Estate lawyers and financial planners are often asked whether it is a good idea to transfer all of your property, especially real property, to children or relatives before you pass ...
In its recent article, CNBC found that for almost half of Americans, retiring with a nest egg is a fantasy, not a plan. Approximately 42% of Americans have less than ...
“Drafting an intelligent financial plan is just one way for you to get ahead of the crowd and make sound investment decisions on Wall Street.” Successful investors understand the importance ...
“With certain financial instruments, the beneficiary designations control the asset dispersion, regardless of other provisions, such as those in a will.” What if your spouse just passed away and you ...
“Low-income adults’ concerns have receded from post-recession highs.” A recent Gallup poll found that 51% of pre-retirement American adults age 50 to 64 are very concerned about the Social Security ...
“Aging creates unique circumstances for those with health savings accounts (HSA). Generally, the impact of approaching age 65 is to limit the ability to contribute to your HSA.” While hitting ...
“Here are five investments that cannot be used inside IRAs and other retirement plans.” Traditional and Roth IRAs aren’t limited to the narrow selection of investments that are typically offered ...
“An expert from the American Association of Retired Persons (AARP) Foundation noted that technology makes life much easier for scammers, as reported by USA Today.” Security Intelligence noted in its ...
“Part of the value of developing a plan is the process that requires you to consider and answer crucial questions.” Everyone should have a written retirement plan. It doesn’t have ...
“It is estimated that the Baby Boomer generation is entering retirement at a rate of approximately 10,000 people per day. That is a startling figure.”Some Boomers are prepared for retirement, ...
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"Fiona is professional and highly knowledgeable, but what sets her apart is her her ability to explain complex legal details in an easy to understand manner. She is friendly and patiently answered our many questions thoroughly. Her staff is equally friendly and responsive. And they accomplished all of this under virtual conditions! Very pleased with our experience."
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