Posts Tagged ‘estate planning’

Some Ways to Account for Inherited Assets

As difficult as it is to lose a loved one, it would be nice if the financial situation sorted itself out after a death. Unfortunately, receiving the assets of a deceased spouse or family member can be a complex process. Most people have their money stored in a variety of different financial vehicles — checking…

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Indefatigable Solutions

Some people put off looking into long-term care, either because they think it’s too far down the road or they may not need it altogether. Despite research showing people are living longer than ever, only 22 percent of respondents to a recent survey believed they would need long-term care in the future, while about one-third…

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Women and the Process of Retirement Planning

Planning for retirement income shouldn’t stop just because you retire. It’s a process, much like raising children and pursuing a career. You learn, you implement, you make mistakes, you seek advice. So whether you are already retired, nearing retiring or thinking about it as an abstract concept many years away, we can help you engage…

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What’s That You Say?

People are notorious for saying things they don’t actually mean, particularly during an argument. On the flip side, saying things that have a different meaning than what’s intended is human nature and often the cause of an argument in the first place. After all, no one is a mind reader. READ MORE:   What’s That You…

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Over Thinking Retirement Income Planning

You can’t pick up a newspaper or magazine or scan Internet headlines today without seeing something about the challenges of retirement and new surveys about how unprepared people are. Yes, it’s a concern. But consider for a moment that, really, it’s a personal one. You can solve your own concerns — you don’t have to…

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The Heat of Negotiations

As we approach the dog days of summer, the world’s elected officials are pouring on the heat in political debates ranging from Euro debt to global trade agreements. Greece and its creditors have been arguing over how much debt Greece must repay each year. The discord has led others in the European Union — even…

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