Funding Future Family Generations and Charities Are Great Exit Strategies
Estate Planning Is Associated with the Wealthy, But It Should be Associated with Benevolence
Categories
The Programs Are in Place to Serve Veterans in Retirement
Know the Qualifications for Aid & Attendance Pension Benefits
VA Pension Benefits Are the Reward for Service in Retirement
VA Non-Service-Connected Benefits for Retirement, Disability & Long-Term Care
The Wounds of Wars Need the Healing Compassion of the Country
VA Service-Connected Benefits for the Injured, Imprisoned & Heroic
Most Vets Aren’t Aware of Their VA Benefits
It Can Be Difficult to Understand Service Connected and Non-Service-Connected Benefits
The History of Veterans’ Benefits Dates to the Revolutionary War
VA Benefits to Those Who Served Is a Sacred Trust
Poor Health and Dependency Usually Creates the “No-Go” Years in Retirement
Medical and Elder Care Costs May Be Deferred, but If You Live Long Enough, They Can’t be Eliminated.
Impacting People and Charities You Care about
Generational Giving to Kids, Grandkids, Great Grandkids and Favorite Charities
Probate is Too Public, Too Expensive and So Impersonal
Who Needs Their Information Hacked When Probate Makes It So Public?
Keep Uncle Sam out of Your Pocket in Retirement
Increase Your Retirement Income by Becoming Tax-Savvy
Matching Guarantee Retirement Expenses with Guaranteed Income
Use Guaranteed Lifetime Income to Pay for Guaranteed Budget Items
Quit Spending Down Your Assets to Qualify for State Protection
Your Retirement Dreams May Quickly Regress into a Nightmare
Quit Spending Down Your Assets to Qualify for State Protection
Your Retirement Dreams May Quickly Regress into a Nightmare
Keep Uncle Sam out of Your Pocket & Increase Your Retirement Income
Get Tax Savvy and Save Some Serious Cash
Most Seniors Near Retirement Have No Goals, No Plans, No Clue
Most Seniors Enter Retirement Without Having Used a Budget, Much Less a Retirement Plan
Advisers Should Be Stewarts and the Most Trusted Family Adviser
Handling Someone Else’s Money is a Sacred Trust That is Earned
You Can’t Always Land on Your Feet After A Financial Fall, But the Landing May Be Softer
You Don’t Have 9 Lives, But These 9 Disciplines Could Help You with Your Money
In the Abundance of Counselors There May Be Safety
Do It Yourselfers Need Diversity of Input & Opinion in Retirement Planning
Risk Tolerance Tests Should be Part of Your Financial Profile
An Understanding of Risk Tolerance Can Provide the Guardrails on Your Retirement Road
A Simplified Approach to Retirement
Building a basic retirement strategy should include these simple prioritized steps