For many years, estate planning and retirement planning strategies have focused on enabling someone to live a comfortable retirement in which they may be able to pass on a portion or the vast majority of their accumulated assets to their loved ones when they pass away. But with increasing health care outcomes and better longevity,… Read More »
Posts Categorized: Retirement Planning
Death Taxes Not Quite So Dead
For the last few years, the rap on the estate tax is that unless you’re extremely wealthy, you don’t have to worry about it anymore. That’s true to some considerable extent. After all, the federal government has exempted most people making less than $5.43 million this year, and many states have gotten rid of or… Read More »
Only the Lonely Retire Unhappily
Companionship can make all the difference. Studies show that people who live their lives in close contact with others — whether a spouse or a group of friends — are generally happier, more productive, and more fulfilled. That’s true both before and after retirement. View image | gettyimages.com But keeping close ties becomes more challenging… Read More »
For Retirement, “Where” Might Mean More Than “When”
When it comes to retirement planning, most people’s focus is on when and how to do it — or whether they really want to retire at all. But The New York Times is shining a light on a question that might matter even more — where do you want to retire? View image | gettyimages.com The… Read More »