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Personal Planning Ideas

Consider All the Risks in Your Investment Mix
Volatility in the stock market may have you thinking that the only safe place for your money is under your mattress, but no matter where you stash your cash, there are risks . . . more

Planning Ideas for All Ages
What’s the right age for adults to start estate planning? . . . more

Dos and Don’ts in Retirement Planning
Retirement income needs depend on many factors—the part of the country in which you live and the lifestyle you wish to maintain, for example . . . more

Just the Right Age
Birthdays sometimes bring new rights, responsibilities, benefits and liabilities . . . more


Be sure to check this site each month for new planning ideas. If you would like to receive our Personal Planning Ideas by e-mail each month, please click here.


June 2019 Archive
• Figuring Your Net Worth
• Older Brides and Grooms Face Important Questions
• Reach IRA Funds Early
• Start Tax Planning Now

May 2019 Archive
• Spring Cleaning for Estate Plans
• Nervous About the Market’s Direction?
• Top Three Assets for Lifetime Charitable Giving
• Three Things About Wills That Aren’t True

April 2019 Archive
• Estate Planning Means More Than Money
• What a Difference 25 Years Can Make
• Rules, Rules, Rules
• Who Gets the Life Insurance?

March 2019 Archive
• Estate Planning as an Expression of Love
• How Can I Include Charity in My Estate Plan?
• Retirement Fund Gifts and Other Beneficiary Designations
• The High Cost of Not Planning Your Estate

February 2019 Archive
• Taxes Aren’t the Only Reason
• Planning for Your Digital Estate
• Selling Stock? Call Your Tax Advisor First
• Assets You Might Not Have Considered for Giving

January 2019 Archive
• New Look to 2018 Income Taxes
• Be an IRA Early Bird
• Get 2019 Off to a Good Start
• Put Life in Your Living Trust


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