Guest Post by Michael Feinberg CLU, ChFC, Director of Insurance for Madison Financial StrategiesAs the population has continued to age over the last 30-40 years, one major risk to the financial wellbeing of individuals and … [Read more...]
Print This PageDoes Estate Planning Include Financial Planning, and Should Your Estate Planning Attorney Also Be a Financial Planner?
April 19, 2024 by
When you go through the legal process of Estate Planning, this includes you deciding: (1) who you want to receive any real estate, savings/investments, tangible personal property, and other assets of yours after your death; (2) … [Read more...]
Print This PageCritter Corner: Making Seniors Wishes Come True and Planning for Charitable Giving
April 19, 2024 by
Dear Hayek, Every year, I give to the Make-A-Wish Foundation, to help make dreams come true for children with critical illnesses. I heard there was a similar group for seniors and those in elder care facilities. What do you know … [Read more...]
Print This PageWhat Is the Financial Impact of Caregiving? New Report Offers Interesting Insights and Valuable Tips
November 7, 2023 by
November is National Caregiving Month, a time to acknowledge the family caregivers who provide assistance to older adults, Veterans, people with disabilities, and those with serious and/or chronic health conditions. These … [Read more...]
Print This PageCritter Corner: Teaching Grandchildren about Finances
July 16, 2021 by
Dear Oakley, I’ve been thinking about gifting money to my grandchildren. Before I do so though, I’d like to teach them about financial responsibility. As a financial planner who works with seniors and their loved ones, … [Read more...]
Print This PageAfter the Covid-19 Pandemic—How It Has Impacted Retirement
June 15, 2021 by
Jane and Steve were planning on retiring in five years. Now, a year after the COVID-19 pandemic, those plans have changed. When Steve’s business wasn’t doing well this past year, they couldn’t contribute to their retirement … [Read more...]
Print This PageIs Declining Financial Literacy an Indicator of Impending Dementia?
December 8, 2020 by
People with dementia often have problems managing their money. In fact, money problems may be one of the first noticeable signs of the disease. A few years ago, Angie O’Leary, head of wealth services at RBC financial, noticed … [Read more...]
Print This PageWhen You’re Navigating Retirement as a Solo Ager
September 18, 2020 by
Q. I’m 58 years old and am single. I would like to retire in the not so distant future, but most of the information available is for married or even divorced people, and I’m feeling lost. I’m not feeling confident about retirement … [Read more...]
Print This PageWhy Retirement Planning Is Even More Important During a Pandemic (Part 3 of a 3-part Series)
April 7, 2020 by
Randy Smythe, 60, took an early retirement last September after a career in e-commerce sales and soon took off to spend a year visiting the national parks while renting out his home. Now, similar to most Americans, he’s stuck at … [Read more...]
Print This PageTop 19 Articles of 2019
January 3, 2020 by
Those who read our newsletter or follow our blog know that we covered a lot of ground in 2019. This past year, the Federal Tax Act increased the federal estate and gift tax exemption from $11.18 million dollars per person to $11.4 … [Read more...]
Print This Page
