Common Factors Affecting Retirement Income If you recently retired from a job that provided health insurance, you may not fully appreciate how much health care really costs. When it comes to planning for your retirement income, it’s easy to overlook some of [more...]
Retirement Planning–The Basics You may have a very idealistic vision of retirement–doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but [more...]
Financial Planning–Helping You See the Big Picture Common financial goals Saving and investing for retirement Saving and investing for college Establishing an emergency fund Providing for your family in the event of your death Minimizing income or estate taxes Do you [more...]
Estate Planning–An Introduction Since incapacity can strike anyone at anytime, all adults over 18 should consider having: A durable power of attorney: This document lets you name someone to manage your property for you in case you become incapacitated and cannot do [more...]
Charitable giving can play an important role in many estate plans. Philanthropy cannot only give you great personal satisfaction, it can also give you a current income tax deduction, let you avoid capital gains tax, and reduce the amount of taxes your [more...]
Retirement Planning–The Basics You may have a very idealistic vision of retirement–doing all of the things that you never seem to have time to do now. But how do you pursue that vision? Social Security may be around when you retire, but [more...]
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Welcome to the Personal Solutions section. You can browse all the Personal Planning content from the drop-down menubar, or select from one of the smaller tabs on the right-hand side of the pages.
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Business Succession Planning The key is to pick the best plan for your circumstances and objectives, and to seek help from financial and legal advisors to carry out this plan. Common business succession planning objectives Ensure smooth, seamless transfer of ownership Transfer [more...]
