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Don’t Postpone Your Retirement because of These Mistakes

Don’t Postpone Your Retirement because of These Mistakes

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?

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

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Rhinestone Cowboy’s Wife Cautions to Plan for Alzheimer’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

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Planning for the Future of Your Farm Business

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

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Don’t Forget to Ask Your Doctor about Dementia

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

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What TV Shows Will You Watch When you Retire?

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

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Think About What’s Next for Your Business

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

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Live Like a College Student and Retire a Millionaire?

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

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What Kind of Life Insurance Do You Need?

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

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Help with Complex Medicaid Planning

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

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Advice for Long-Term Healthcare and Dementia

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

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A Business Transfer Needs Planning, Just Like Your Estate

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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