E.g., 10/27/2021
E.g., 10/27/2021
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After finally getting around to updating my life insurance policy since my second daughter was born, and shaming my husband into getting more organized (thank you!), I realized it was time to take a look at my broader estate plan. “Estate plan” sounds so official. Yes, there’s the big, adult-sounding things like an advance directive, will and power of attorney, but it’s also the things we need to access every day, like updated passwords, lists of accounts we use most frequently and how to access them, important contacts and other necessary details and documents organized and shared with the right people.
Everyone knows at least one teacher – they’re your neighbors, friends and some of the most important people in our society. Our educators actively shape and mold today’s brilliant minds to be tomorrow’s leaders. Although teachers are undoubtedly special, these professionals are underpaid and undervalued by most measures.
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.
What does your ideal retirement look like? Living in a tiny place and eating the senior special at 4:30 p.m. every day, or having a comfortable home and eating dinner whenever you want? You can create the easygoing retirement of your dreams if you know how to take full advantage of the perks available within your tax-advantaged retirement plans.
Social Security provides a guaranteed source of income in retirement, but what many don't realize is that you're not guaranteed to keep it all. Some retirees owe taxes on their Social Security benefits, but it all depends on your income. Here's a closer look at how your retirement fund withdrawals play into all of this.

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