Financial Planning

Pre-Election Estate Planning Moves for High Net Worth Families

By |2020-09-28T08:41:51-04:00September 28th, 2020|Estate Planning, Financial Planning|

What to do? What to do? The 2020 presidential election is just around the corner and questions are being asked about how to protect your wealth, no matter who’s elected. Each candidate has broadly divergent views about income taxes, capital gains taxes, estate taxes; how much you keep, and how much the government will come after. With that in mind, [...]

A Major Estate Planning No-No

By |2020-09-25T08:52:23-04:00September 25th, 2020|Estate Planning, Financial Planning|

Oh, my! I cringe every time I hear that someone has added their kids’ names to the deed of their house as an estate planning technique. It’s done for the right reasons, but it often backfires. Sometimes, elderly people will add kids to the deed, thinking they’re removing the house from their assets in order to become Medicaid-eligible. Unfortunately, there [...]

The COVID Penalty for Those Turning 60

By |2020-09-21T09:41:25-04:00September 21st, 2020|Financial Planning, Retirement|

If you turn 60 years old in 2020, your Social Security benefit may get hit with a double-whammy. People turning 60 this year are at the tail end of the Baby Boom generation, and the first Americans ever required to wait until age 67 to receive full Social Security benefits. Older Boomers have been able to claim full benefits at [...]

12 States That Keep Retirement Dollars in Your Pocket

By |2020-09-15T10:13:36-04:00September 15th, 2020|Financial Planning|

“Will I outlive my money?” That’s one of the biggest concerns for most retirees. There’s the high cost of medical care, which gets more expensive all the time. There’s inflation, which raises the cost of goods and services, eating into your retirement budget. And then, there’s taxes, which are as certain as death, and the politicians who want to raise [...]

Questions to Ask Before Claiming Social Security

By |2020-09-09T09:16:44-04:00September 9th, 2020|Financial Planning, Retirement|

The most frequently asked Social Security question I get is, “When should I claim my Social Security benefits?” Well, that’s a loaded question, because there are so many moving parts and everyone’s situation is different.? So, here are some considerations when you’re trying to figure out when is the right time for you to start Social Security. ? Age and [...]

10 IRS Audit Red Flags for Retirees

By |2020-08-31T09:48:20-04:00August 31st, 2020|Financial Planning, Retirement|

Retirement is the time you want things to run smoothly. After all, you’ve spent a lifetime preparing for retirement—saving money, paying things off, having plenty of retirement income. The last thing you want is a notice from the IRS informing you that you’re going to be audited. The chances of an audit are extremely low. In 2019, the IRS audited [...]

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