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What is the right age for you to begin Social Security? There is a lot at stake when one signs up for Social Security, so it is wise to make a careful study of it before the time actually comes, according to The Denver Post in “Road to Retirement: When should you start taking Social […]
So, what happens to your business after you are gone? You have put a life’s work into developing your vision and building a successful business. What do you need now? An estate plan protects that life’s work, according to Bakersfield.com in “Estate planning tips for small business owners“. It makes sense. You’ve likely spent decades […]
Hiring an attorney can save time and money. Rather than wait until the problems arise, it is probably best to hire an attorney up front when planning for Medicaid coverage, according to The Middletown Press in “Use a lawyer for Medicaid planning“. The following are a few reasons it might be wiser to hire an […]
It is a scary topic and easy to decide to avoid the issue. If you make end-of-life decisions ahead of time, it can really turn out to be a kindness to family and friends who won’t have to make those difficult decisions, according to the Flagstaff Business News in “Easing the End-of-Life Transition with Advance […]
What are the inheritance rights and what are the key issues? All major life events should bring some careful consideration of your estate plan and a second marriage is no exception, especially with the possibility of a pre-nuptial agreement, according to nwi.com in “Estate Planning: Planning for second marriages“. There’s a second opportunity to sign […]
“You are still mourning the loss of a loved one and you just learned that you were cut out of the will. What should you do?” First, know that this happens quite a bit. A Forbes article, “5 Things You Should Know About Contesting A Will” says that disgruntled heirs frequently want revenge and their […]
“Proposed U.S. legislation would make it easier for employers to offer annuities in 401(k) retirement plans that provide retirees fixed payments for as long as they live.” The role of annuities in retirement planning is one aspect of the Secure Act that was passed by the House in May and is still awaiting a vote […]
“No matter how severe your leukemia is, your medical condition, by itself, will not qualify you for disability benefits.” After getting diagnosed with leukemia, your first thoughts are probably about your health and your future with your family and friends. The disease and the anti-cancer treatments might make you too sick to work. Unfortunately, the […]
“What should you do with the money in your 401(k), when you leave your job?” Your first instinct when leaving a job, for retirement or a new opportunity, may be to take your money with you, by rolling it into an Individual Retirement Account (IRA). That may not be such a bad idea. However, keep […]
“The SSA uses the Adult Listing of Impairments, also called the Blue Book, to determine whether your colon cancer is severe enough to make you eligible for disability benefits.” If you have colon cancer, you might need some help with your finances after you step away from your job because of your illness. The […]
