We all have a dream retirement spot: somewhere dry and arid, or sunny Florida, or floating on a boat near a Caribbean island. Wherever you dream of retiring, the important thing is that you’re beginni
When a Reverse Mortgage is not the Best Option
You may have heard of this thing called a reverse mortgage as a way to provide liquid cash during your retirement. As you try and plan your finances for your golden years, you research a reverse mortg
Retirement Plan Distributions
When it comes to receiving the fruits of your labor — the money accumulated in your employer-sponsored retirement plan — you are faced with a few broad options. Should you take the payout as systemati
How Can a Living Trust Help Me Control My Estate?
Living trusts enable you to control the distribution of your estate, and certain trusts may enable you to reduce or avoid many of the taxes and fees that will be imposed upon your death.
A trust is a
Maximizing Your Insurance Benefits
Understanding the threat of estate taxes on your life insurance proceeds is the first step in protecting these funds from unnecessary taxation. The next steps are determining the appropriate ownership