Power of Attorney – what is it and why you need one
As a financial planner, it’s part of my job to ask the question “What happens if you become incapacitated?” It’s not inconceivable that such a thing can occur, and the […]
Beneficiary Planning for Retirement Accounts, Part II – Non-Spouse Beneficiaries
As I mentioned in my last blog, designating a beneficiary that is not your spouse for your retirement plan accounts introduces a more complex set of rules. Non-spouse beneficiaries are […]
Beneficiary Planning for Retirement Accounts, Part I – Leaving it to your Spouse
Completing and periodically reviewing beneficiary paperwork is the one of the most important administrative tasks a retirement plan participant can take. Overlooking this seemingly easy step can lead to the […]
Wrapping Up your Digital Estate
In an ever-increasingly connected world, we think little of creating online identities to participate on the latest social platform or reap rewards points. But, have you ever wondered what would […]
Estate Planning and Retirement
If you’ve done everything right, estate planning will be an issue that needs addressing. With proper planning and flexibility during retirement odds are in your favor that there will be […]