Common estate planning mistakes: Part 1
Last week, I wrote about the general estate planning process. While it can be simple in some cases, there are certain things you’ll want to look out for and mistakes you’ll want to avoid. Poor estate documents can lead to people accidentally cutting loved ones out of...
What you need to know about the estate planning process
October is National Estate Planning Awareness Month, and of all the topics I’ve discussed, estate planning draws the most attention. It affects all of us, especially seniors. Often, however, people don’t seek out advice regarding estate planning because, quite...
Financial planning isn’t just about investing
By T. Eric Reich When most people hear the words “financial planning,” their mind goes straight to investments. What stocks should I own? Is the market too high? Did my account beat the market this year? Those are all fair questions, and investing is...
Understanding Medicare
Since we frequently see those nearing retirement get confused about Medicare, I thought it would be a good idea to cover what it is and isn’t. Medicare was created in 1965 for people age 65 and over. In the years that followed, new coverage was added for those with...
