Fees in Retirement Savings - How are fees impacting your retirement savings? Even though they might be just 1% today, with the law of compounding, those fees can have a sizable effect, amounting to almost 30% of your final portfolio. If you're like most investors, you've been focusing on …
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The Pandemic Prods Us To Get Our Affairs in Order
The Pandemic Prods Us To Get Our Affairs in Order - What documents have taken on more immediate importance as the pandemic continues? Here is a list of documents to seriously consider dealing with immediately: Advance Health Care Directive — Sometimes called a patient advocate designation or …
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Multigenerational Estate Planning
Multigenerational Estate Planning - An estate plan affects you, your children, your grandchildren and even your parents. How can you use a multigenerational estate plan to help everyone meet their financial goals? Research shows that about 60% of wealthy families exhaust the greater part of their …
Home Renovations for Seniors
Home Renovations for Seniors - Home remodeling can cost thousands of dollars, but it's cheaper than the alternative. An assisted living facility can run about $43,000 a year, says the Cost of Care survey from Genworth Financial. Renovating so that you can age in place can be a smart …
Family Limited Partnerships
Family Limited Partnerships - A family limited partnership, or FLP, is a business or holding company owned by two or more family members. Family, as defined for tax purposes, includes a spouse, children, parents and such lineal descendants as grandchildren. Each family member can buy shares in …
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