Monthly Archives: August 2022
Your Expenses During Retirement Could Be Lower Than You Think
Beware of financial planners who start by asking you how much money you want to have when you retire; this is a gateway to unrealistic goals and to scams that promise to help you achieve them. Meanwhile, if you meet with an estate planning lawyer expecting to discuss writing a will and saving your… Read More »
Long-Term Financial Planning In Uncertain Times
When you read the news headlines, even if you can no longer stand to read entire articles about current events, it is easy to get the impression that it is futile to make long-term plans. Planning for retirement and building an estate plan implies an ability to be reasonably certain about the way that… Read More »
Transferring Property To A Revocable Trust
You do not have to be rich to set up a revocable trust. In fact, if you are watching every penny, that is an even better reason to establish one. Revocable trusts are an effective way to save money on taxes while you are alive and to pass property to your heirs seamlessly after… Read More »
Inflation Proofing Your Retirement Plan
You thought you were doing everything rate, saving at least five percent of your income in a savings account, maximizing your employer-matched retirement contributions, and saving up for in-state university tuition for your children. Now that you are getting closer to retirement age, inflation is the highest it has been in decades, and the… Read More »
