Is My Will Enough?

Tag: estate planning

April 21, 2016  |  

Insurance – Don’t Set It and Forget It

Key Takeaways: People change over time and so their insurance needs change too. Insurance policy expenses and their underlying crediting rates can change over time Periodic insurance policy reviews are critical. Remember Ronco founder, Ron Popeil’s, signature tagline for his famous rotisserie oven– “Set it and forget it”?   That might be fine for cooking convenience, […]

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September 22, 2015  |  

My Daughter’s Surprise 18th Birthday Present: Not what she expected, but it will keep on giving

Key Takeaways Once your child turns 18, the law prevents you from making certain important financial decisions on his or her behalf. Purchase basic estate documents for your child: will, durable POA, healthcare POA. Help your child select a credit card (with reasonable limits and rates) to establish a credit history. For further reading on […]

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May 12, 2015  |  

Research Confirms That Active Management Disappoints Investors

The evidence is clear, active investing offers a hollow promise of outperformance. Key Takeaways Most active managers can’t beat the markets long term. It’s not because they’re lacking in intelligence—it’s because their costs are too high and they have too much portfolio turnover. Successful fund investing is about more than picking past winners. Consider a […]

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March 11, 2015  |  

Traditional versus Roth contributions: What to consider – PART 2

See Part 1 of this blog post here.[PR1]  What’s best for me? When determining which contribution is a better fit for you, understand that there is no single right answer for everyone.  The contribution that’s best for you will be determined by your personal situation.  Ask yourself the following 5 questions before making your decision: […]

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December 29, 2014  |  

Estate Planning Checklist

Make sure family members know where to find your essential documents and contact information. Key Takeaways Sometimes it’s the simplest, but most important things that get overlooked in estate planning. Don’t be overwhelmed by the amount of essential information you need to share with loved ones. These and other checklists can help get you organized. […]

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