Estate Planning Blog – Surprenant, Beneski & Nunes

There are strategies on spending in retirement years, so pick the one that fits your circumstances.

You’ve saved, invested, spent wisely and now you’re retiring. There are a number of helpful strategies out there for you to begin the...

It’s a good idea to avoid those discussions about money.

It is usually a wonderful event when you gather the family for Thanksgiving or holiday dinner with various personalities and interests. However, it is wise to avoid certain discussion...

Boomers may well redefine the retirement stage of life.

Boomers, who may well have worked their entire lives, are likely to find themselves having to make adjustments for retirement by remaining on the job past the age of 65...

Should adult children keep a watchful eye on the portfolio?

Adult children of aging Americans are finding themselves caught in a delicate situation of whether they should look into the finances and investments of their parents, according to U.S. News...

More savings? Bigger retirement checks? Sounds like a good idea!

Just because someone reaches the age of 65, it does not mean they are ready to head into retirement. Those extra years of working can pay off in the...

Planning for retirement may be a hard job. However, it can turn into some joyful years later in life.

Planning for your retirement is not only a big job but a really important and serious job that can be...

Need an executor for your estate? Don’t rush, think it through carefully and make the right choice.

It would be wise to have a conversation with your heirs that you most likely do not want to have, and it...

Decide where you want to locate and then study the opportunities and drawbacks.

So, you are retiring. Where do you want to live? What’s the attraction? What is the cost of living? Taxes? Medical facilities? The list is long but there are some factors to look into that can...