Archive for February 2019
Estate Planning Mistake
A radio listener of mine recently called to share an estate planning snafu that she experienced with her late father’s estate. Prior to her father’s death she had “put her…
Read MoreStrategies to prevent outliving your money
According to the Social Security Administration, if you are 65 you have a 25 percent chance of living to age 90 and a 10 percent chance of living to age…
Read MorePlanning in Retirement
Many people spend decades planning for the day when they can stop working. Those who are conscientious generally try to save and invest enough in a tax-efficient way in order…
Read MoreModified endowment contract update
Over the past few years, many of you have taken advantage of liquid modified endowment contracts as a way to safely grow your money without stock market or interest rate…
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