Articles
Business Owners: Reach Out to Your Attorney and Insurance Agent Immediately!
Episode 287 – Business owners who have entity purchase or stock redemption buy-sell agreements need to consult with their insurance agents and attorneys immediately, to determine whether their situation is impacted by a recent U.S. Supreme Court decision known as Connelly. Continue Reading Business Owners: Reach Out to Your Attorney and Insurance Agent Immediately!
IRS Delays RMD Rules Again
Episode 282 – The IRS, again, provides relief to individuals who inherited traditional IRAs and waives 2024 required minimum distributions for IRAs inherited in 2020 or later.
Continue Reading IRS Delays RMD Rules Again
Do You Rely on Your Spouse (Particularly Your Husband) to Make Financial Decisions?
Episode 281 – If you’re married, do you rely solely on your spouse (particularly your husband) to make financial decisions? Don’t! Avoid the widowhood penalty! Continue Reading Do You Rely on Your Spouse (Particularly Your Husband) to Make Financial Decisions?
Why Everyone Needs an Estate Plan
Episode 279 – Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Everyone needs an estate plan regardless of wealth or lack of exposure to estate taxes. Continue Reading Why Everyone Needs an Estate Plan
Making the Right Choices With Your Wealth Revisited
Episode 278 – Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing is not going to work. Continue Reading Making the Right Choices With Your Wealth Revisited
The Social Security Administration (SSA) Gets It Right
Episode 277 – After many years, the Social Security Administration (SSA) has finally taken steps to fix the problem it has referred to as “clawback cruelty.” Continue Reading The Social Security Administration (SSA) Gets It Right
Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children? – Revisited
Episode 276 – Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children. Continue Reading Fair Versus Equal – What’s the Legacy You Want to Leave to Your Children? – Revisited
Is Phased Retirement Right for You?
Episode 274 – Recent trends indicate that the concept of phased retirement is becoming more popular. Is it right for you? Continue Reading Is Phased Retirement Right for You?
Study Indicates that Half of Older Americans May Unretire
Episode 266 – Is early retirement a realistic goal for many people? A new study indicates that half of older Americans are considering either returning to the workforce or staying employed longer than they first planned. Continue Reading Study Indicates that Half of Older Americans May Unretire
Estate Planning and Sibling Rivalry
Episode 265 – Previously dormant sibling rivalries tend to turn up when large sums of money are at stake. What estate planning steps can you take to help minimize the problem? Continue Reading Estate Planning and Sibling Rivalry
Reach Us
Sed ut perspiciatis unde omnis iste natus voluptatem.
13005 Greenville Avenue,
California, TX 70240
+22 140 006 754