Tweet As we mentioned in a previous post, Whitney Houston was having some trouble with estate planning before her death due to complicated family issues. And now after her passing, it may only get worse. Financial Planning Magazine discusses what could become a big problem. If Whitney has only a simple will, and leaves her [...]
Estate Planning
Get Your Estate in Order!
by Dan Madden, CFP® on June 11, 2012 · 0 comments
Financial Planning Strategies to Maximize Social Security Benefits
by Rick Tyler on April 16, 2012 · 1 comment
Tweet A major decision in retirement planning is identifying when to begin withdrawing Social Security retirement benefits. If you begin receiving benefits before your normal retirement age, you receive a smaller monthly benefit, but with a longer life expectancy (resulting in more benefit checks received); if you delay until after normal retirement age, you get [...]
Your Estate Plan – If it’s Not in Writing, It Doesn’t Exist!
by Rick Tyler on February 10, 2012 · 1 comment
Tweet Here are a couple of rules-of-thumb regarding estate planning: It doesn’t exist if it’s not in writing. It is especially important to put a written plan in place in a second marriage where children are involved. Verbal understandings among family members, especially when a second marriage between one or two parents takes place, tend [...]
Why You Should Beware of Analysts and Politicians Bearing Gifts…I Mean Predictions!
by Ross Greene on January 23, 2012 · 0 comments
Tweet Everywhere we turn, we are faced with predictions. Many encounter these predictions from: Newspapers Periodicals TV talking heads Stock analysts and …yes, the barber and hairdresser All of the sources above think they have insight into the economic future and have no fear of expressing it. Some are outlandish and others seem logical. Some [...]
