What “1031 exchanges” are, and how they work
What "1031 exchanges" are, and how they work ~~~ A 1031 exchange, as described in section 1031 of the IRS Code, is an effective way for a real estate investor to defer capital gains taxes [...]
Recession In Retirement
Recession In Retirement ~~~ Recessions have been compared to forest fires . . . small ones are healthy for the forest, as they get rid of dead wood and convert it to fertilizer. Larger fires [...]
Your Credit Score in Retirement
Your Credit Score in Retirement ~~~ Retirement may not affect your credit scores directly, but how you manage your finances during retirement can impact your credit and borrowing power. Your credit reports track your personal [...]
Retirement Planning With Health Care Expenses in Mind
Retirement Planning With Health Care Expenses in Mind ~~~ It is only wise to consider what Medicare won’t cover in the future. As you save for retirement, you also recognize the possibility of having to [...]
How a Woman Can Fund Her Own Retirement
How a Woman Can Fund Her Own Retirement ~~~ It makes sense -- and can bring real peace of mind -- for a woman to manage her own retirement plan. Women do so much for [...]
10 Estate Planning Success Tips
10 Estate Planning Success Tips ~~~ Though the terms have changed dramatically over the past decade, estate taxes continue to be in force. In 2001, legislation was made to phase-out estate tax by raising exemption [...]
How Can LTC Insurance Help You Protect Your Assets?
How Can LTC Insurance Help You Protect Your Assets? ~~~ Plan to create a pool of healthcare dollars that will grow in any market. How will you pay for long term care? The sad fact [...]
Minimizing Probate When Setting Up Your Estate
Minimizing Probate When Setting Up Your Estate ~~~ What can you do to lessen the impact of probate for your heirs? For some estates, probate takes very little time and few financial resources, for others, [...]
Reduce Family Conflicts Over Your Estate
Reduce Family Conflicts Over Your Estate ~~~ Strategies to transfer your assets without confusing or upsetting your heirs. Relying on a will to pass along your wealth after you die may not be enough to [...]
Stealth Retirement Expenses
Stealth Retirement Expenses ~~~ A look at some surprise expenses in retirement that may come your way -- and how you can prepare for them. In 2017, the Society of Actuaries put together a survey [...]