Financial Planning
Preparing for Early Retirement
Those who plan an early retirement need to take steps to preserve their assets in the face of shrinking resources and ever-increasing…
Drawing Too Soon on IRAs
Americans between the ages of 61 and 70 are withdrawing money from their IRA accounts earlier than necessary. Required Minimum Distributions (RMDs)…
Retirement Savings Change Based on Income Projections
The Boston College Center for Retirement Research released a study that involved over 15,000 employees who were offered projections of their retirement income based…
Distribution Advantages for Spouse IRA Beneficiaries
Designating a spouse as a beneficiary of an IRA not only ensures they will have access to retirement accounts in the event…
More Estate Planning Opportunities Forecasted for Roth 401(k)s
A new study reveals more employers will offer Roth 401(k)s to their employees in 2013. About a third of all employers surveyed…
Digital Estate Planning Challenges
Estate planning has always involved a great deal of paperwork. Today, individuals have personal access to online banking, social media accounts, and…
How to Avoid Investment Fraud
As an estate planning attorney and Certified Financial Planner, much of what I do is help people protect and grow their assets….
