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...]
Mar 252011
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...]
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.
Long-term care is not just provided in nursing homes–in fact, the most common type of long-term care is home-based care. Understandably, many people put off planning for long-term care. But although it’s hard to face the fact that health problems may someday [more...]
[Note: this tax exclusion has expired.] Tax-Free Charitable Contributions from IRAs Extended Once AgainBackground The Pension Protection Act of 2006 first allowed taxpayers age 70½ or older to exclude from gross income otherwise taxable distributions (“qualified charitable distributions,” or QCDs) from their [more...]
