Date: November 2018

3 posts in November 2018

Investing in Yourself for a Change

November 30, 2018

Retirement. College. An emergency fund. A new home or home improvement project. Check, check, check, and check. If you’ve been saving faithfully each month for some or all of these things, you might feel that you’re on a never-ending financial treadmill. It takes discipline, perseverance, and sacrifice to maintain a robust savings effort month after…

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Reviewing Your Estate Plan

November 30, 2018

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed. When should you review your estate…

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Protect Your Heirs by Naming a Trust as IRA Beneficiary

November 30, 2018

Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part of an estate plan. One option is designating a trust as the IRA beneficiary. Note: This discussion applies to traditional IRAs, not to Roth IRAs. Special considerations apply to beneficiary…

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