A comprehensive estate plan can ensure that your hard earned assets are transferred efficiently to your heirs and can help you reduce taxes. When you combine estate planning with gifting strategies, it can be a… Read More
Retirement Relocation Checklist
For many people retirement is a time where people can finally relax and live the life they dreamed about. About 1 million people move every year following their retirement. You now have a lifetime full of… Read More
Whats Issues Should I Consider When Reviewing My Estate Planning Documents?
View the PDF here »
What Issues Should I Consider Before I Update My Estate Plan?
View the PDF file here »
Working Together: 17 Benefits of Tax Planning – Finger Financial Five #23
“One hand cannot applaud alone.” – Arabian Proverb My dad and I would fish in the ponds, lakes, and rivers around Carolinas. We used a small 1 ½ man wooden boat. I was the half man. … Read More
How Does Inflation Affect Retirement? – Finger Financial Five #22
“Inflation is taxation without legislation.” – Milton Friedman What cost more, your first house or the latest car you purchased? What was the lowest price you ever paid for a soda? Postage stamp? Newspaper? What are… Read More
Top 11 IRA Mistakes & How To Avoid Them
1. Beneficiary Mistakes Having a proper beneficiary named, is very important. The assets will avoid probate and go straight to the intended beneficiary. a) Blank designations forms. b) No contingent beneficiary. If all beneficiaries disclaim… Read More
Will Tax Hikes Kill The Bull Market? More Lessons From The Tennis Court – Finger Financial Five #21
“The future you shall know when it has come; before then, forget it. – Aeschylus Elliott had a fairly easy tennis match during a recent high school tennis scrimmage. He won 0-1. When you are playing… Read More
Critical Retirement Transition, FOMO & Grand Canyon – Finger Financial Five #20
“No individual raindrop considers itself responsible for the flood.” – Anonymous In 2016 I went with some friends to hike across the Grand Canyon. Such a beautiful sight. I was in awe. But we did not let that beauty… Read More
