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Estate Planning Financial Planning PT5 Planning Philosophy Retirement Planning Uncategorized

Ancient Wisdom of Pharaoh’s Dreams

Every workday I spend 30 minutes reading. This habit developed about 5 years ago after I was introduced to the world of personal development by my good friend Kevin. He’s been a big influence on my life, usually leading me to be a better person by example.  I try to read books about topics that […]

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401(k) Estate Planning Retirement Income Retirement Planning Social Security Tax Planning Taxes in Retirement Trusts Wills

The Plight of a Retired Widow–Part 2

In last month’s publication we explored the complications that can arise when a retirement plan is designed for a married couple (filing taxes jointly) suddenly gets turned on its head at the passing of one of the spouses. This month we will examine the real-life challenges from the view point of fictional couple, William and […]