If we don’t do a bang-up job with our financial planning, it could mean postponing retirement—or abandoning the idea altogether. That’s what the CPA Practice
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What Do I Do with an Inherited IRA?
First determine what type of plan is being inherited and what type of beneficiary you are, and then do your research. For this discussion, let’s
Rhinestone Cowboy’s Wife Cautions to Plan for Alzheimer’s
“Kim Campbell didn’t initially see that her husband, music legend Glen Campbell, had Alzheimer’s.” Kim first saw the signs, but chalked it up to the
Planning for the Future of Your Farm Business
“A lot of factors go into crafting an estate plan for your farming operation.” The High Plains/Midwest Ag Journal’s article, “Planning for the future of
Don’t Forget to Ask Your Doctor about Dementia
“Do you worry that forgetting names, or where you put your keys, might be a sign of impending dementia?” Researchers who reviewed federal government data
What TV Shows Will You Watch When you Retire?
“Simply, they’ve spent the past 35 to 40 years saving money, but they haven’t spent much time at all thinking through how they want to
Think About What’s Next for Your Business
“What Are the Essentials of a Business Succession Plan?” Small business owners will devote much of their time to growing their businesses, but frequently they
Live Like a College Student and Retire a Millionaire?
Retiring as a millionaire might seem like a lofty goal for millennials, but if having financial security in your future is important, it is a
What Kind of Life Insurance Do You Need?
Life insurance is not an easy decision. When is the last time you thought about your policy? Do you have the right kind? The right
Help with Complex Medicaid Planning
Estate planning frequently addresses property transfers in contemplation of death while elder law considers retirement income issues. While it is easy to consider the two
Advice for Long-Term Healthcare and Dementia
With its views of the Rincon Mountains and nine large, adobe-style homes, the Villas at Houghton looks more like an upscale gated neighborhood than a
A Business Transfer Needs Planning, Just Like Your Estate
Business and asset owners (including farming operations), at some point in their career lives, must ask the eternal question, “What happens when I’m gone?” Answering
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- Could You Lose the Family Home to Taxes? The Step-Up in Basis Debate Matters More Than You Think
- The Great Wealth Transfer Is Coming—Will Your Family Be Ready or Left in a Mess?