The sad stories seem to reappear with depressing regularity: another prominent celebrity passes away, and soon his or her would-be heirs are in a full-fledged legal battle over the money they thought was rightfully theirs. Tim Conway and Casey Kasem, Michael Jackson...
It’s a touchy topic for families: when is it right or wrong to give an unequal inheritance to your heirs in your will? Some would argue that fairness always demands an equal division of assets among your beneficiaries, but is that realistic? Are there scenarios in...
News Bulletin: As this week’s Blog was being prepared for posting, the federal government was shut down due to a funding impasse. This is the first such shutdown since a 35-day closure which lasted from December 22, 2018, to January 25, 2019. One of the chief...
This week our focus on the Blog involves financial planning and the essential role your financial advisor plays in preparing you for retirement. But for this article we’re attempting to answer the question, what good things can happen when a retiree’s financial...
When we think about retirement planning, we tend to accentuate the positive. These days, growing older is often portrayed as the “golden years” with one new adventure after another! If we follow that thought process, retirement is like an endless resort vacation. ...
