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Your Kids Can Be Helpful in Planning Retirement

by Annette Hines | Sep 19, 2018 | General Interest

As it turns out, your adult children may be helpful in making the transition to retirement. Your adult children may be interested in helping you create a retirement plan that works best for you and your family, according to Next Avenue in “How Your Adult Children Can...

Set Social Security Aside when Planning Retirement

by Annette Hines | Sep 18, 2018 | General Interest

What are the options with your benefits and what is the future of Social Security in general? here are many, many variables when determining Social Security benefits, so it is probably best to plan for your retirement and leave it as an unknown factor, according to...

Make Sure the Right People Have Access to Your Digital Accounts

by Annette Hines | Sep 17, 2018 | Current Affairs, Estate Planning

Are your digital assets included in your estate plan? If not, you most likely need a fresh look. The world is changing rapidly, thanks to fast-moving advances in technology, including the creation of digital assets. That means your estate plan may well need an update,...

Baby Boomers Need Updating on Estate Planning

by Annette Hines | Sep 14, 2018 | General Interest

Everyone needs an estate plan. No exceptions. It was determined recently that more than half of the Baby Boomers in America do not have an estate plan and should know more about estate planning, according to Country Living in “Everything Baby Boomers Need to Know...

Roth IRA Conversion Is Popular but Not for Everyone

by Annette Hines | Sep 13, 2018 | General Interest

A cost comes along with a Roth conversion and you can lose some tax deferral. Americans have moved more than $75 billion since Congress approved the partial or full IRA conversion to a Roth IRA in 2010.  However, while it is popular, it isn’t for everyone,...
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