As you get started creating your estate plan, you may be wondering whether or not a trust is right for you. Let’s talk about what a trust is, exactly, and whether or not it might be a good fit for your family’s estate planning needs.
Navigating the Gray Areas of Financial Planning
Have you ever heard a financial “rule of thumb”? We hear these phrases often, and they’re usually accepted as the only way to make financial decisions.
Healthcare in Retirement
Today I want to talk to you about healthcare in retirement. Specifically, I want to go over a few common misconceptions about Medicare. A colleague and friend of mine, Robert Fitzgerald, runs a Georgia-local business – Robert Fitzgerald Insurance Agency. Robert helps his clients navigate the ins and outs of Medicare, and put together a… [Read More]
Why Annuities Are (Almost) Always a Bad Idea
As a fee-only, fiduciary advisor, I’m not a fan of annuities. That’s actually putting how I feel about annuities – and the people who sell them – lightly. Specifically, I have a problem with the sale of fixed index annuities to vulnerable pre-retirees and retirees who want to create an income stream for themselves during… [Read More]
A Tax Checklist Before You File
Are you gearing up for tax season? Taxes are a big part of your financial life, and knowing what you need to get organized before you file can be a big help. Although I don’t personally help clients file their taxes, I partner with their CPAs or tax professionals to help them get organized each… [Read More]
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