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Cryptocurrency2

Can Your Children Inherit Your Cryptocurrency?

By David Toback |

Cryptocurrency started out as a young man’s game, but the same can be said about rock and roll.  Of course, one needs look no farther than the likes of Paul McCartney, Keith Richards, and Elton John to see that some people find a way to keep rocking no matter how old they get.  In… Read More »

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Scam2

Florida Couple Loses $19,000 In Venmo Scam

By David Toback |

Try describing to your grandparents what any of your favorite apps does, and before you are even finished getting the words out, it will be obvious the kinds of trouble the app can cause.  Facebook?  People post the snarky comments and divisive political views that, in the old days, people kept to themselves in… Read More »

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StorageUnit

Goodbye, Clutter! Hello, Retirement!

By David Toback |

When you are young, your motivation in your career might be making a difference in the world or impressing people with your professional skills or purchasing power.  When you have children, your desire to secure a future for them affects your career goals and decisions.  After a while, though, you start to feel like… Read More »

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Probate7

Retirement Planning Advice From An Economist Who Is In No Hurry To Retire

By David Toback |

Laurence Kotlikoff is a professor of economics at Boston University, and his actions show that his interest in the ways that economics affects people’s daily lives extends far beyond the realm of academia.  He served on the Council of Economic Advisers during the Reagan administration, and he ran for president in 2012 and 2016,… Read More »

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Bed Rail

What Your Bedroom Needs For Safe And Happy Aging In Place

By David Toback |

One of the best things you can do to ensure financial security during retirement is to pay off your mortgage, but by deciding to stay in your family home as you age, there are still questions to address.  Your house can remain the glue that holds your family together, the site of joyous family… Read More »

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Young Couple

The First 3 Estate Planning Documents You Need After Getting Married

By David Toback |

People who are cynical about love will tell you that you are nuts to get married, especially if a divorce blasted their financial plans to smithereens.  Personal financial celebrity Suze Orman supports your decision to get married, if that is what you and your partner decide to do, but she is outspoken about the… Read More »

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Timeshare

How To Get Out Of Your Parents’ Timeshare Agreement

By David Toback |

For many seniors, the decision to retire to Florida does not take place overnight.  Perhaps your parents used to vacation in Florida every year for several years before they moved here permanently, and come to think of it, maybe it was always the same dates each year, and always in the same apartment and… Read More »

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ElderSign

Don’t Just Add Your Children’s Names To Your Assets And Call It A Day: A Tax Accountant’s Plea

By David Toback |

Of the two things that are certain, which one is scarier, death or taxes?  While fear is a subjective emotion, so there is no answer to that question but there is an answer as to which one you can fix by thinking about it and taking action.  There is nothing you can do to… Read More »

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ElderEstranged

Estate Planning For Estranged Parents

By David Toback |

Advertisements for estate planning products and estate planning law firms tend to present an unrealistically rosy picture of family life.  Yes, it is hard to talk to your adult children about money, and it is even harder to talk to them about mortality, but the TV commercials and the full-page ads in AARP publications… Read More »

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House1

Congratulations, Homeowners, You Already Have An Important Element Of Your Estate Plan

By David Toback |

The two feelings that tend to motivate people to get started on their estate plan are the awareness of their mortality (thank you, junk mail from the AARP) and feelings of financial security.  The first step in estate planning is to acknowledge that your time on Earth and your financial resources are finite.  If… Read More »

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