What is Your Most Important Estate Planning Document?
Assume that you and your husband have been happily married for 50 years. You have two children and you get along with them and their spouses. Imagine that! Your home and bank accounts and investments are in joint tenancy. Life insurance and IRAs are paid to the surviving spouse, otherwise to your children equally. […]
Long-Term Care Insurance Completes Your Financial Plan
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Beware of ATM Skimmers
It’s been said many times, but bears repeating: If you notice anything out of the ordinary at an ATM, don’t use it. That might seem like a hassle, but it’s a lot better than your card being skimmed. […]
Did you know you can purchase real estate investments with your retirement plan? Well, you can!
Contrary to what your stock broker or financial planner may have told you, stocks, bonds and mutual funds are not the only permissible investment choices for your retirement account. If you are increasingly dissatisfied with your stock-market-based retirement plan portfolio, there are alternatives. A self-directed retirement plan may be the solution. […]
Managing your investment puzzle is easier with tools, resources, and strategies. You’re trying to keep up with your 401K at work, your personal accounts and joint accounts, your IRA, stocks and bonds, the CD here […]
Courtesy Dannel Funeral Home Baby Boomers are known as a generation unafraid of change, except when it comes to funeral services. They embraced rock music and folk ballads. They tackled political activism. Now, they’re choosing […]
Courtesy Dobbs Wealth Management Group of Wells Fargo Advisors According to the National Center for Health Statistics and the U.S. Census Bureau, divorce after 50 has doubled since 1990. Couples who have been together for […]
When considering using a Revocable Living Trust for your estate plan, there are several items to consider and talk over with your attorney and family. One that is particularly important is the selection of the […]
It is probably safe to say that all of us want to hold on to our independence as long as possible. This includes driving ourselves, living alone, and not having to “inconvenience” anyone else to […]
Courtesy of Dobbs Wealth Management Group of Wells Fargo Advisors Occasionally, life throws a surprise at us. A job lay-off. A divorce. An illness or injury. These occurrences can impact you financially. But you don’t […]
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