In our regularly updated blog, we discuss how you can benefit from meeting with a financial advisor. Learn how an advisor can assist with your investment strategy, retirement income planning, charitable giving planning, business succession planning, and more.
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Financial Planning – Make Sure You Don’t Outlive Your MoneyWe have worked with thousands of seniors and their families over the years, and one question that always comes up is “How do I make sure that I have enough money to last my lifetime?” It’s an important question. We want to make sure you not only have enough money to last a lifetime, but... Read More »
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Did You Buy A New Home But Are Still Trying To Sell Your Old Home? Here’s How To Keep Your Property Taxes From Going Up.On April 8, 2008, former Governor Granholm signed an amendment to the law that enables a person who has established a new principal residence to keep a Principal Residence Exemption (PRE) on property previously exempt as the owner’s principal residence. The conditional rescission allows an owner to receive a PRE on his or her current... Read More »
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Spring-Clean Your FinancesWith the arrival of spring comes the annual tradition of spring-cleaning. You clean out your home and organize your garage — at least, you try to. But with all the tidying up, are you also “spring-cleaning” your finances? Cleaning up your finances every year is just as important as organizing your home. It’s an excellent... Read More »
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Congressional Battle Is Good News For Estate TaxesThe estate tax is one of the most controversial taxes passed and for about 11 years estate planning attorneys have been wondering what will happen. As Congress debated the fiscal cliff tax changes in December, many feared that estate tax limits could roll back to $1 million, the levels that were in place when Bill... Read More »
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Interesting Bloomberg News article regarding extension of the Bush tax cutsHere is an interesting Bloomberg News article about the situation surrounding the extension of the Bush tax cuts, including the estate tax. Bloomberg News – Return of Estate Tax? The government’s inaction has resulted in extreme uncertainty for anyone putting together an estate plan. When will this situation be resolved? Stay tuned for more updates, likely soon... Read More »
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Downsizing During RetirementAdjusting from having your employment income to living off of your retirement funds can mean having to make significant changes to your spending habits. However, with careful planning, you can prepare for this shift in funding source availability and cut back on unnecessary costs. One way to ensure that you have the funds you need... Read More »
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Dispelling Two Common Money Myths1. It’s best for one member of the household to manage the finances. It’s not uncommon for one person in a household to be the one who pays the bills and manages all the accounts. Some people don’t necessarily enjoy being involved in the finances, so by default, one person shoulders the responsibility. While this... Read More »
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Finding Fulfillment in Your Golden years: Why more Adults Over 55 Continue to WorkAccording to the Bureau of Labor Statistics, upward of 40% of people aged 55 and older are continuing to work past the normal retirement age. There are a number of reasons why people are choosing to stay employed, with one of the biggest being a lack of retirement funds, but some are also using work... Read More »
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Get More Bank for Your Buck: How To Take Full Advantage of Your Financial InstitutionWhether you’re banking with a credit union or a national giant, your financial institution likely offers more resources, account options, and saving plans than you’re using — or even aware of. As one NerdWallet article puts it, “Banks and credit unions continue to find new ways to both delight and confound customers.” If you focus... Read More »