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Retirement In Sight: July 2019 July 23, 2019 How Retirement Saving Relates to Retirement Spending Sometimes an article will present a generic retirement forecast, stating that the average person may need “X” dollars in savings to retire confidently. Stories like these appear every so often on financial websites, and they must be taken... Click Here To Read More
Retirement In Sight: June 2019 June 25, 2019 Can You Stay on a Company Health Plan After Age 65? Generally, Medicare is available for people age 65 or older; this is well-known. What is less well-known is the fact that some companies can legally cancel group health insurance for a worker reaching this milestone. Baby boomers who aspire to... Click Here To Read More
Planning Thought: Choosing a Fiduciary May 22, 2019 Attorney Stuart Bear gave a presentation at the 2019 Heckerling Institute on Estate Planning titled “Why Can’t My Brother-in-law Bob be the Executor of My Estate?” He reviewed some of the important, practical considerations for choosing the best fiduciary to supervise the implementation of an... Click Here To Read More
Five Reasons for a Trust May 21, 2019 You might think that the doubling of the amount exempt from federal estate and gift tax ($11.4 million per person in 2019) would reduce the need for estate planning, given that so few families will now need to worry about this tax. But you would be mistaken in that thought because controlling estate... Click Here To Read More
Mythbusting: Women Investors May 21, 2019 Stereotypes are a lazy way of thinking, but they are all too easy to fall into. Some common stereotypes about women as investors is that they have less investment knowledge than men do, that they lack confidence in their decisions, and that they are more risk-averse than the men. Click Here To Read More


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