June 30, 2022
As we move into summer, thoughts naturally turn to vacations. Living on the East Coast, one may think about a trip to the shore (if you’re in New Jersey) or the beach (the term for “sand” used by everyone else on the planet).
June 30, 2022
It would be logical to assume that financial planners want clients to spend less than more each year. While logical, that assumption is not absolute. Rather, there are occasions where we encourage clients to spend money as/if necessary, to include paying life insurance premiums to safeguard against loss of income, premiums for long-term care insurance, paying fees to an attorney to draft updated wills and related documents, et al. Last, but far from least, is paying fees to an accountant to prepare tax returns and do tax planning.
June 30, 2022
A successful retirement is about so much more than no longer working at a job. To put you on the right path, the AARP Bulletin1 recently published a list of nine questions. As they write: “Ace these 9 questions and you’ll be doing just fine.”
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