Embracing the Golden Years Abroad: A Guide to Living Internationally in Retirement
Embracing the Golden Years Abroad: A Guide to Living Internationally in Retirement Retirement is a time to savor life's pleasures and explore new horizons. For many, this means considering the exciting prospect of living internationally. Moving abroad in retirement...
Pickleball in Retirement
Pickleball in Retirement Staying Active in Retirement Over the last couple of years doctors have made clear the benefits of regular physical activity, especially for older adults. In fact, adults 65 and older gain substantial health benefits from regular physical...
Social Security Spousal Benefits
Social Security Spousal Benefits If you are/were married, you are eligible for spousal benefits? What are spousal benefits and how do they work? It can get complex but let me give you two common scenarios. Scenario A: You were a stay-at-home spouse, and your spouse...
Caring for Aging Parents
Caring for Aging Parents Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38% and is expected to reach 82 million in 2050. As...
Buying Auto Insurance For Teen Drivers
Buying Auto Insurance For Teen Drivers Driving may be a rite of passage for teenagers, but for parents, having a teenage driver can be stressful and expensive. Your child will need auto insurance coverage as soon as they receive their driver’s license. Here are some...
To POA or Not POA
Have you thought lately about creating a power of attorney? Many don’t even think about getting one in place until they have a major issue. The problem with waiting until it is needed is in the requirements for the document to be valid: You must create it of your own...
Four Steps to Valuing an Estate
Four Steps to Valuing an Estate Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.1 How to Assess the Value of an Estate Select the date of calculation. Because values move...
Steps to Protecting a Child with Disabilities
Steps to Protecting a Child with Disabilities Key Takeaways Government benefits like Supplemental Security Income and Medicaid, although helpful, may impact other aspects of your strategy. The purpose of a special-needs trust is to provide supplemental and extra...
A Living Trust Primer
A Living Trust Primer A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a Living Trust? A living trust is created while you are alive and funded with...
Term vs. Permanent Life Insurance
Term vs. Permanent Life Insurance According to industry experts, most people don't have enough life insurance. The American Council of Life Insurers recently reported that average coverage equals $197,000, which is equivalent to almost 3.5 years in terms of income...
Embracing the Golden Years Abroad: A Guide to Living Internationally in Retirement
Embracing the Golden Years Abroad: A Guide to Living Internationally in Retirement Retirement is a time to savor life's pleasures and explore new horizons. For many, this means considering the exciting prospect of living internationally. Moving abroad in retirement...
Pickleball in Retirement
Pickleball in Retirement Staying Active in Retirement Over the last couple of years doctors have made clear the benefits of regular physical activity, especially for older adults. In fact, adults 65 and older gain substantial health benefits from regular physical...
Social Security Spousal Benefits
Social Security Spousal Benefits If you are/were married, you are eligible for spousal benefits? What are spousal benefits and how do they work? It can get complex but let me give you two common scenarios. Scenario A: You were a stay-at-home spouse, and your spouse...
Caring for Aging Parents
Caring for Aging Parents Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38% and is expected to reach 82 million in 2050. As...
Buying Auto Insurance For Teen Drivers
Buying Auto Insurance For Teen Drivers Driving may be a rite of passage for teenagers, but for parents, having a teenage driver can be stressful and expensive. Your child will need auto insurance coverage as soon as they receive their driver’s license. Here are some...
To POA or Not POA
Have you thought lately about creating a power of attorney? Many don’t even think about getting one in place until they have a major issue. The problem with waiting until it is needed is in the requirements for the document to be valid: You must create it of your own...
Four Steps to Valuing an Estate
Four Steps to Valuing an Estate Determining the value of an estate is a fundamental first step in estate management and a critical requirement for settling a decedent’s estate.1 How to Assess the Value of an Estate Select the date of calculation. Because values move...
Steps to Protecting a Child with Disabilities
Steps to Protecting a Child with Disabilities Key Takeaways Government benefits like Supplemental Security Income and Medicaid, although helpful, may impact other aspects of your strategy. The purpose of a special-needs trust is to provide supplemental and extra...
A Living Trust Primer
A Living Trust Primer A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. What is a Living Trust? A living trust is created while you are alive and funded with...
Term vs. Permanent Life Insurance
Term vs. Permanent Life Insurance According to industry experts, most people don't have enough life insurance. The American Council of Life Insurers recently reported that average coverage equals $197,000, which is equivalent to almost 3.5 years in terms of income...
