December brings us the joy of Christmas, but also the beginning of preparation for tax season. Make sure you have done the things you can do to maximize your retirement assets, gain any available tax benefit, and/or avoid any tax penalty that may be linked to those investments.
If you've started salivating for turkey with stuffing, tart cranberry sauce and home-made pumpkin pie, you're not alone. Thanksgiving is a time of year that manages to tug on our heartstrings, and for good reason. Memories of years passed are stirred, and many of us look forward to taking a pause from our busy professional lives to spend time with our friends, family and loved ones.
Just over 1 in 4 of today’s 20-year-olds will become disabled before they retire.1 Over 37 million Americans are classified as disabled – about 12% of the population – and more than 50% of those are in their working years from 18-642.
One week classes are accommodating for many seasonal preparers
“Trick or treat” rings out every Halloween as kids go door to door hoping for their favorite candy. My kids love sorting the candy at the end of the night and finding surprises in their candy haul. Part of the fun and excitement of trick or treating is the uncertainty —you don’t know what you are going to get. Dying without estate planning is a lot like trick or treat for your surviving family members—you don’t know what they are going to get.
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