Business

One study found that more than 60% of adult Americans have never discussed their estate plans with their heirs – my experience shows this number may actually be higher.

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It’s that time of year again. Yes, it is New Year’s resolution time. Was making a will one of your unfulfilled resolutions from past years? Is it on your “to-do” list for 2019? The good news is that with a modest investment of time and effort, you will be able to check this off your list in just a couple of weeks and you won’t even have to go to the gym to get it done!

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Roger Green, MSFS,CFP®

When planning for retirement, often the focus seems to be almost entirely on “how much can I save?”, but there are some other significant questions to consider.

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James Miskell, Attorney at Law

It is natural to focus on our families during the holiday season, to think about everything they add to our lives and how lucky we are to have them. As people think about Estate Planning, they often focus on dividing and distributing their belongings and financial assets.

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As we end one year and begin another, there are things you need to think about doing to maximize your retirement assets, gain any available tax benefit, and/or avoid any tax penalty that may be linked to your investments. Here are things you should consider:

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