Planning for long-term care can give you peace of mind and protect loved ones from financial challenges.
A recent study reveals that not even half of Americans 65 years of age or older have given much thought, if any,...
Estate Planning Blog – Surprenant, Beneski & Nunes
Planning Provides Protection and Support for Your Family
The emotional support should be enough to get you started.
Organizing your finances and creating an estate plan can be very simple. However, it is often avoided by many people, despite the peace of mind to you and your...
Understanding Social Security Benefits Can Be a Challenge
You can have a firm grasp on your benefits.
While you may think you understand Social Security benefits, don’t be surprised if you don’t know what you don’t know about them, according to The Motley Fool in “4 Signs You’re Thinking...
Keep Your Estate Plan Current with Your Life
So, just what is going on with your life, the kids, your health, their health, their future plans?
Don’t just ask for the proper documents to create an estate plan. Make sure that your attorney knows what is actually...
Higher Earning Couples Can Benefit from New Tax Laws
It is important to understand the new tax laws and your opportunities.
There has been considerable dialogue about the individual income tax rates in the new tax laws. However, there are also new opportunities for new tax-saving strategies, according...
Personality has an Impact on Retirement/Employment Decisions
Cognitive ability makes it easier to remain in the workforce.
Researchers at the RAND Corp. in the U.S. and a think tank in The Netherlands have determined that personality has an impact upon the decisions made by employees who...
Downsizing Is Much Easier If You Organize
Baby boomers often face the difficult task of cutting expenses and selling the family home. However, life can be simpler and happier, if you follow these steps.
As the family ages and is often reduced down to two, the...
Traditional Pension Plans are on the Way Out, So What’s Next?
Only 20% of organizations in U.S. still offer traditional pension plans.
There are many ways to save for your pension, as the traditional company plans fade away. However, the important thing is to learn about the alternatives, according to DJC...
Home Equity Can Be Used in Retirement but Be Careful
f you move forward with home equity be very smart and be very careful.
When your retirement years come along your home equity can be used but it is wise to approach that option cautiously, according to Forbes in “7 Ways...
What are the Legal Steps when a Spouse Passes Away?
Protection for you and your heirs is important.
When a spouse passes away, it is likely to be difficult to concentrate. However, it is important to focus on the needs of the surviving spouse, according to The Legal Intelligencer’s article “Estate...