17 May
May 17, 2017

One of the top concerns for Americans in their 60s is how to pay for retirement. Consider focusing on a plan for these five areas of financial planning to help gain confidence as you approach or enter retirement. Interestingly, many individuals’ first anxiety is loss of principal – particularly with 2008 still in our collective rearview mirrors. However, given that retirement may last 30 years or longer, workers approaching retirement need to be just as focused on loss of purchasing

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12 May
May 12, 2017

Young adulthood often marks the passage of several major life events including beginning a career, getting married, starting a family, and buying a first home. As young adults ourselves, my husband and I welcomed our first child, moved states for a new career, and bought our first home, all in the past year.

While settling into being first-time parents and exploring our new neighborhood, another important item lingered on our to-do list: ensuring our son would be taken care of, if

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27 Jul
July 27, 2016

You may be a fan of do-it-yourself (DIY) projects. A visit to Home Depot or a search through Pinterest shows the popularity of a wide variety of DIY projects. Many folks are taking the DIY approach with their estate plan. Online document preparers offer a low-cost solution for simple estate planning. But beware of many pitfalls to this approach.

Complexities are often hard to detect.

You might not realize what complexities exist in your situation. Family circumstances, asset characteristics, net worth, and

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27 Apr
April 27, 2016

When I first learned to drive, my father taught me how to jump start a car. When attaching the jumper cables, he instructed, always match the positive cable to the positive side, and the negative cable to the negative side.  Failure to align the charge could result in serious damage to the car and a shower of sparks.  The same can be said when designing your estate plan.  Once your estate plan is properly drafted and signed, it is imperative

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24 Nov
November 24, 2015

Yesterday I was in the mood for some good milk on my cereal. You know the kind: the milk that costs more but has that rich flavor. I bought some with a new box of my favorite cereal and returned home to enjoy my breakfast. The second I began to pour, I knew something was wrong. The consistency was off. I looked more closely at the label:
“buttermilk.” How could I have done that? The packaging had looked right;

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