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Preparing for Retirement: Housing

Preparing for Retirement: Housing

As we are nearing retirement, one of our biggest assets may be our home and there are many questions that arise beginning with: Should you stay or should you move? Although it seems a simple decision, there are many complexities that may ar...
Preparing for Retirement: 5 Things to Consider

Preparing for Retirement: 5 Things to Consider

Retirement can now take up 20%-25% of a person’s lifespan. To have a successful one takes thought and work that should begin well before it occurs. The list of things to contemplate in the years before retirement is long. We are addressin...
Reducing Your Taxable Estate

Reducing Your Taxable Estate

You have worked hard to build your estate, don't let estate taxes take a bite out of your heirs inheritance. There are steps you can take to potentially reduce your estate taxes, here are several to consider....
Estate Planning: How to Avoid Probate

Estate Planning: How to Avoid Probate

Whenever possible, you want to avoid the probate court process. In addition to being costly and complex, probate creates delays in transferring assets to heirs. In addition, the probate process is open to public scrutiny, which is something...
5 Key Estate Planning Tips

5 Key Estate Planning Tips

5 Key Tips to Estate Planning provide a basis for sound estate planning and will assist in avoiding probate. It is never too early to begin the process of planning the transfer of your estate....
The Myths and Realities of Financial Crises

The Myths and Realities of Financial Crises

Dr. Robert Bruner, professor at the University of Virginia’s Darden School of Business, addressed the myths and realities of Financial Crises.  We have seen many financial crises, said Dr. Bruner, yet they keep occurring and puzzle layme...