E.g., 10/21/2021
E.g., 10/21/2021
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  | Financial Decisions

Designate or update your beneficiar(ies) today

Nothing says ‘I love you’ more than asking your loved one to be my bene this Valentine’s Day. Bene is Latin for good or well. Do something good for them. When you designate or update your financial beneficiary, the one who will receive your assets after you pass on, you are essentially giving the beneficial gift of well being and that is priceless.
Estate planning is an extremely personal process, not a one-size-fits-all endeavor. When an individual has no close relatives (other than perhaps a spouse), the decisions required to prepare an estate plan can sometimes feel overwhelming.
  | Financial Decisions

After-Tax Balance Rules for Retirement Accounts

The advantage of accumulating after-tax assets in a retirement account is that when they are distributed, the amounts will be tax- and penalty-free. However, this benefit is realized only if the necessary steps are taken.
Financial planning is important throughout your life. Making sure you have basic protections in place, such as any life, health-related and disability insurance, to protect your assets is essential.
  | Retirement

Approaching retirement

Do you have a set age in mind at which you want to retire? Are you just going to wait until you are in line for full Social Security benefits? Or are you going to make a decision based on your asset level and what that means for your retirement status?
When you are healthy and moving along in your life, you often don’t think what could happen – if something were to happen to you. No one expects an illness or an accident to occur, but when it does – how long could you continue paying your bills without exhausting your assets or going into substantial debt?
The differences between men and women go way beyond the physical - even after passing. Because women typically outlive their counterparts, it is even more crucial for them to educate themselves about estate planning.

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