Category: ‘Retirement’

The Importance of Financial Planning

March 15, 2012 Posted by Rick

I don’t want to appear as a shill for the financial planning community, but I think this article is spot on. But then, planning, both short and long-term, is vital in all areas of life. I know it’s trite, but failing to plan really is planning to fail.

Estate Planning before the Election

March 14, 2012 Posted by Alex

We all face uncertainty. For the successful construction contractor nearing retirement, the current estate tax law rumblings out of Washington are particularly disquieting. The current estate tax is 35% and the current lifetime exemption is $5 million per individual and $10 million per couple. Experts are speculating that estate taxes may revert back to the 2002 rate of 55%, with the lifetime exemptions dropping to $1 million and $2 million, respectively. The brilliant lights in D.C. have made estate planning all but impossible with their dithering and class warfare rhetoric. Vigilance is paramount over the next few months, probably until after the November election. There has never been a more important time to consult with your estate planning professionals to understand your current circumstances.

On the Homestretch to Your Retirement

March 4, 2012 Posted by Rick

A surprising number of our clients have been coming to us lately to discuss pending and delayed retirements. It seems that delayed is becoming the norm. This article on Yahoo Finance provide good info and clarity on the subject of retirement planning for those approaching the golden years.

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