I’ve been thinking about singles’ estate plans because I recently came across three statistics. Singles don’t live as long as married folks. Most Americans die without a will. Winter months are the ones with the greatest chance of death. With winter nearly in the rear view mirror and knowing you have at least another year […]
Archive | Estate Planning
3 Financial Planning Tasks for a Snow Day
These three financial planning tasks can make your snow day very productive. After shoveling the walk and building the snowman, try to complete one or two of these tasks. You know you’ve put them off. So why not take advantage of the snow day to get them done once and for all. 1. Obtain and […]
5 Tips to Claim the Most Social Security Over Your Lifetime
Are you thinking of retiring and trying to figure out how to maximize your Social Security benefits over your lifetime? Glance through these five tips and you’ll be in a better position to understand how you can claim the biggest lifetime benefit based on your (and your spouse’s) work history. For a bit of history, […]
4 Key Estate Documents for Young Professionals
Most young professionals wonder if they need estate documents that deal with their health or belongings when they are unable to do so. In many cases these documents are important because they enable you to decide now how you want your estate to be settled in the case of death or how your health care […]