Beneficiary Designations: Don’t Let Them Be the Weak Link in Your Estate Plan – June 2011 Newsletter
If you ask most people, they would say they understand the importance of having a Last Will and Testament or a Revocable Living Trust to distribute property according to their wishes at their death. For many, however, the estate planning … Continue reading
Spring Clean Your Financial Future – March 2011 Newsletter
Spring Clean Your Financial Future
We can all be honest about the 2011 New Year’s resolutions: We have pretty much broken all of them before the end of January and forgotten the rest by the beginning of March. As April approaches, … Continue reading
Widowed Before Retirement
How can people widowed before retirement maximize their social security benefits? This study from the Journal of Financial Planning examines the Social Security program rules unique to widows approaching retirement and their implications for benefit claiming strategies. Please … Continue reading
Protect This House! – August 2010 Newsletter
As college football season kicks off you are likely to see that Under Armour commercial at least once in the next few weeks.
While you may not be able to surround your family with muscle-bound giants, there are two things you … Continue reading
Steps to Creating “Financial Cocoon” for Aging Parents or Relatives – June 2010 Newsletter
The 1985 movie Cocoon features three elderly men who discover a fountain of youth in the unguarded pool on the private estate next door to their retirement community. An alien force powers this fountain. Not only does the force sustain … Continue reading
Bonds Without Interest -1st Quarter 2010 Newsletter January-March
Bonds without Interest?
By Shawn Meade, CFP®, CPA, MS
I was reading Kiplinger’s recently and came across the article “Ring Out the E-Bonds, Ring in the I-Bonds” by Joan Goldwasser. That got me to thinking. I remember when I was growing up … Continue reading
The Challenge Ahead of Us – Dec 2009 Newsletter
The Challenge Ahead of Us
By Lane Steinberger, CFP®, CFA
As I always say, investing is an easy thing to talk about and a very hard thing to do.
Here we are, the market has rallied 60% from its low and the economy … Continue reading
