Six Big Mistakes People Make with Their Wills Revisited
Episode 345 – Just having a will is not enough. You need to get the details right. Here are 6 big mistakes we see people making when they structure their wills.
Thinking of Collecting Social Security Early? Not So Fast.
Episode 342 – Thinking of collecting your Social Security at age 62? Watch out for the “Excess Earnings Test.” It’s a bit more complicated than you may realize.
Practical Estate Planning Ideas for “Middle Tier” Families
Episode 341 – News flash: Estate planning is not for just the wealthy. Here are some ideas put forward in a recent article by renowned estate attorney Jonathan Blattmachr, especially for what he describes as “middle tier clients,” which he defines as people whose wealth does not exceed the available exemptions.
Thirteen Celebrity Estate Planning Lessons Revisited
Episode 339 – The rich and famous are prone to estate planning mistakes. Today we look at some real world examples, and the lessons we can all learn from all of them.
Planning for Retirement
Episode 332 – Most Americans are very concerned with the adequacy of their retirement savings, and whether rising health care costs and inflation will adversely affect their retirement. Many are also concerned with the availability of Social Security. There are many resources and tools available to help you plan.
Understanding Opportunity Cost
Episode 331 – Opportunity cost is an often-overlooked factor that has an effect on every financial decision you make. Understanding this concept can have a significant impact on how you approach even the most basic of financial decisions.