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TEN BASIC QUESTIONS OF ESTATE PLANNING
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When Money Goes From House to House
Avoid a capital-gains tax hit when you put the proceeds of one home towards another. Once you start buying and selling property, you...
Millennials Need Estate Plans: The 3 Must-Do's (Part2)
Continue reading this post and find out the remaining Must-Do's! 2. Health care proxy or living will A health care proxy names another...
Millennials Need Estate Plans: The 3 Must-Do's (Part 1)
Being under 40 is no reason to neglect setting up an estate plan. Establishing your wishes for an extreme situation—even if it does not...
Are You Thinking About Retiring? 10 BEST Countries To Retire
Where can a couple live for $2500 or less a month, including health care? And still enjoy a mild climate, modern amenities and plenty of...
Tips for millennials thinking about buying a home
Reality check: obtaining a mortgage isn’t as hard as millennials think it is. But it is confusing, especially with the new mortgage rules...
Happily Never After
Keep your financial future intact if your marital status changes Tying the knot is something many couples spend months or even years...
Essential TAX Tips for IRAs (AKA: Grab your notepad and start taking notes!)
WOE!! to the taxpayer who runs afoul of the numerous and confusing IRA rules. There are forms to file, contributions to make,...
How To Avoid Tax Scams This Season
1. File as early as possible Even though tax return are not due until April 15th, we recommend filing tax returns as soon as possible to...
Planning For a 30-Year Retirement
Funding a 30-year retirement will take financial planning prowess as you juggle the effects of inflation, distributions, taxes, asset...
How Rising Interest Rates Affect Financial Plans
Whether you are managing debt, investing assets, or developing an estate plan, changes in interest rates represent an excellent...
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