There are a lot of benefits of trusts, but there also are some disadvantages. NJ 101.5’s recent post, “The disadvantages to trusts,” discusses some of
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Disinherited Daughter Sues in New Jersey to Get Piece of Dad’s Estate
The Algemeiner’s recent article, “New Jersey Woman Fails to Contest Father’s Will Over Alleged Bias Against Jewish Spouse,” said that a panel of three judges
Don’t Go Commando Without a Will
Did you know you need a will? You really do. Creating a will can make certain that your assets are transferred the way that you
An Emergency Fund is Critical in Retirement
When you’ve finally reached retirement and are feeling comfortable that your nest egg of savings will take care of your financial needs for as long
Couple’s Million-Dollar Estate Makes Surprise Donations to Charities
The estate of Doug and Jean Goss donated an unexpected $2.2 million donation to Rideout Health Foundation and undisclosed sums to four other Yuba-Sutter area
Don’t Be Like Abraham Lincoln. Create a Will
What do Abe Lincoln, Bob Marley and Prince have in common?You guessed it…they all died without a will.But why?Kiplinger’s article, “4 Strategies to Avoid an
Sharing a Home with Another Senior Friend Can be a Win-Win
NJ 101.5 says in its recent post, “Buying a retirement home together,” that more seniors are looking into shared housing options for financial reasons—as well
Investing Trust Assets 101
Many people want to invest assets held in trust. However, there are many different types of trusts, and it can be confusing to determine which
Olympic Event Can Show “Rio” Important Retirement Planning Tips
Did you ever consider that retirement planning in the 21st century is very similar to the modern Olympics pentathlon?The Des Moines Register’s article, “How the
SAVE THE DATE FOR OUR FINANCIAL ADVISORS BOOT CAMP!!!
Bellomo and Associates Financial Advisors Bootcamp will be held on October 21st at Spiritrust Lutheran The Village at Sprenkle Drive. Enhance your career and earn
Family Long-Term Care Isn’t a Cure-All for Seniors
With people living longer, odds are that many of us will become disabled for some time before we pass away and will need some long-term
It’s Time for a Midyear Checkup—Financially Speaking
Over a third of Americans thought about a financial resolution this year, according to a Fidelity Investments survey. Their top goals were to save more,