I’m a Financial Planning Expert: Here Are My Best Tips for Living Off of Social Security From: www.gobankingrates.com For some people in their 20s, when they land that first great…
Getting Remarried? Avoid These 4 Estate-Planning Pitfalls From: www.barrons.com With a rise in “gray divorces” in recent years, it’s only natural that remarriage has become more prevalent among seniors. But…
Eleven Celebrity Estate Planning Lessons From: www.wealthmanagement.com Appreciating their mistakes can help you better serve your clients. Celebrities often do a great job accumulating wealth during their lives only to…
…may not work in the next. For example, value stocks held up remarkably well during the tech/media/telecom meltdown that started in March 2000, while growth stocks suffered deep losses. But…
Top 10 Estate Planning Tax Facts for 2019 From: www.thinkadvisor.com Although every client should review his or her estate planning strategy on a fairly regular basis, after a major tax…
Preparing for an Estate Planning Consultation: 10 Items to Consider Before Meeting with Your Attorney From: www.natlawreview.com Are you working on getting your affairs in order? Before you meet with…
These 5 sources of retirement income aren’t taxable From: www.usatoday.com Just as taxes are a huge burden for working Americans, they can also be a drain on seniors’ limited resources….
Get Tax Smart With Your Investments From: www.assetmark.com Taxes are a top detractor from overall portfolio performance. Your financial advisor can help you implement strategies to make your investments more…
Read moreA Guide to Turning 65 From: www.mutualofomaha.com According to a 2019 U.S. Census Bureau report, more than 10,000 people in the U.S. turn 65 every day a number that’s only…
Watch Albert Pujols hit home runs No. 699, 700, become fourth player in exclusive club From: www.stltoday.com In a homecoming against the team that he says rejuvenated his career last…
Copyright © 2024 • REAP | Retirement & Estate Advisors & Professionals • All rights reserved
(855) 904-REAP • info@retirementestateplan.com
