planning
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50+ Lifestyles
Creating a Bucket List: tips for seniors and family caregivers
The Bucket List, a 2007 movie starring Jack Nicholson and Morgan Freeman, helped contemporize the old expression “kick the bucket,”…
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The ‘7% guaranteed’ annuity myth
One of the most common things I see when someone comes into our office for the first time if they…
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5 questions to ask when planning for long-term care
You may not want to consider a time when you might not be able to fully take care of yourself,…
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401(k) Plan Owners: Watch Out
If you are a 401(k) plan owner, imagine how you would feel if you were on a sinking cruise ship…
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Beneficiary mistakes can cost a fortune
Beneficiary designations are important in determining where certain assets of an estate will end up. Many think that a will…
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Columns
Dave Says – Make sure it’s a gift
Need some financial advice? Debt and Income Crisis? Pay off the house first? Check cashing? Taxes? Credit Cards? Check out…
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Finances
Dave Says – Planning and success II: Fix it or sell it?
Need some financial advice? Debt and Income Crisis? Pay off the house first? Check cashing? Taxes? Credit Cards? Check out…
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