Latter Years 2/2

Jul 2, 20204 min read

5 Avoidable Mistakes in the Will You Write

Written by Kiplinger.com I have seen my share of client-drafted wills. While most people opt to have a lawyer draft their last will and...

291 views0 comments

Jun 18, 20202 min read

Stretching IRA Withdrawals (under the SECURE Act)

The primary concern of some traditional Individual Retirement Account (IRA) holders who are approaching the mandatory distribution age...

201 views5 comments

Jun 10, 20205 min read

How to Develop Effective End-of-Life Plans

US NEWS AND WORLD REPORT [From Bob's Library] Retaining control over life decisions and maintaining dignity as the end of life approaches...

41 views0 comments

May 21, 20207 min read

12 Ways to Go Broke In Retirement

Retirement is a major milestone that brings many life changes. One thing that doesn't change for most people: the fear of running out of...

311 views0 comments

May 7, 20204 min read

Considerations Before Taking an Early Retirement

Have you ever entertained thoughts of taking an early retirement? Suppose you’re age 55 and could take home a pension income that...

193 views0 comments