Personal Planning Ideas

Being Prepared Means More than Just Batteries and Water
Hurricanes Harvey and Irma should serve as reminders of the importance of protecting financial records as well as homes and personal property . . . more

Retiring in 2018? Take These Steps First
If you’ll be retiring next year, here are a few ideas to help smooth the transition . . . more

Beneficiary Designations and Joint Property
Beneficiary designations and joint property arrangements can sometimes produce unexpected results for your estate plan . . . more

A Deduction for Doing Nothing
It may sound too good to be true, but there is actually a tax deduction available for “doing nothing” . . . more


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September 2017 Archive
• Don't Shortchange the IRS
• Special Planning for Special Needs
• Whose Property Is It? Only Title Will Tell
• A Place for Bonds in Your Portfolio

August 2017 Archive
• Practical Uses for Irrevocable Trusts
• Home Sweet Home: Where’s Yours?
• What a Problem to Have!
• The Best Things in Life Are “Free”

July 2017 Archive
• Gift Ideas That Aren’t Written in Stone
• Retirement Plans 101
• Starting Grandkids Out Right Financially
• No Comparison to Having an Estate Plan

June 2017 Archive
• Not Your Usual Graduation Gift
• Anticipate – and Hopefully Avoid – Estate Disputes
• Good Estate Planning for Poor Health
• Helping Mom and Dad – without Intruding

May 2017 Archive
• Volunteering for Deductions
• Advantages and Disadvantages of Joint Ownership
• Involve Family in Charitable Estate Planning
• Time to Review Investments

April 2017 Archive
• It Doesn’t Have to Be All or Nothing
• Home Sweet Tax Shelter
• The Graying of the Boomers
• Time for a Roth IRA Conversion?