…not compromise on the financial goal. You must be comfortable with your plan and stay invested. But you should also understand your tolerance for risk and undertake active risk management…
How to Spend Down Income and / or Assets to Become Medicaid Eligible From: www.medicaidplanningassistance.org Medicaid Spend Down: An Overview For Medicaid eligibility for long-term care, an applicant must have…
The Impact of Caregiving on Adult Children Who Care for Their Parents From: aaepa.com As life expectancy continues to rise and medical costs increase, many adult children who take on…
It’s never too soon to consider our own legacy From: startribune.com You enter a solemn space where a eulogy is about to be delivered. Turns out that eulogy is for…
…a joint trust. It was once common practice for high earners to set up separate trusts, so that the combination of the two wouldn’t trigger the estate tax. In 2010,…
How Big a Role Should Social Security Play in Your Retirement? From: msn.com NEW YORK – Social Security is still a huge part of U.S. workers’ retirement plans, but they…
How Annuities Soothe Retirement Anxiety From: insurancenewsnetmagazine.com One day, advisor Joe Lucey received a call from a commercial airline pilot who wanted to come in and talk about financing retirement….
Donald Trump’s Death Tax Proposal – A Non-Partisan View From: stites.com As this time, it is difficult to determine what the specific provisions of President-Elect Donald J. Trump’s tax proposals…
…displeasure with tobacco companies. Comparable Performance As analysts gather and review accumulating data on SRI performance, the main consensus seems to be that there are no significant costs or benefits…
Do you have competing financial goals? From: REAP, LLC. | Retirement & Estate Advisors & Professionals When it comes to your finances, it can seem impossible to manage everything at…
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