Posts Tagged Life Expectancy
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Known or Unknown
By Richard J. Schillig, CLU, ChFC, LUTCF Independent Insurance and Financial Advisor New realities are-reshaping American retirement. That calls for new strategies and not just in your planning during the years leading up to your retirement. Your investment needs are different during the retire...
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Dos and Don’ts of Managing an Inheritance
By Curt Ford Nash Nash Bean & Ford An inheritance is a bittersweet thing. On one hand, the circumstance which brought about the inheritance is the death of a loved one. On the other hand, your loved one valued your relationship with them enough to think of you and try to make your life bette...
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A New Tax and Retirement Opportunity in 2010
By Curt Ford Nash Nash Bean & Ford We all know the importance of saving for retirement. However, those earning above $100,000 have had one retirement saving opportunity denied them: the Roth IRA. The Roth IRA, which became available to some people over a decade ago, is like a traditional I...