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. […]
TAX EFFICIENCY IN RETIREMENT
How much attention do you pay to this factor?
By Herb White, CFP, MBA, Life Certain Wealth Strategies, East Denver LIVING WELL Magazine
Could you end up paying higher taxes in retirement? Do you have a lot of money saved in a 401(k) or a traditional IRA? If so, you may be poised to receive significant retirement income […]
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Boomers Reach Retirement
Courtesy Resource Bank, Northshore LIVING WELL Magazine
Everyone has heard of the Baby Boomers. But do you know who they really are? The U.S. Census Bureau defines this group as those born between 1946 and 1964. […]
Yours, Mine and Ours — A Couple’s Guide to Retirement Planning
Courtesy LPL Financial, Akron LIVING WELL Magazine
While the reasons for earning two incomes may vary from couple to couple, these families often face a similar financial challenge: participation in separate retirement programs. […]
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