Estate Management Checklist
A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children.
Insurance Needs Assessment: For Empty Nesters and Retirees
With the children now out of the house, financial priorities become more focused on preparing for retirement
Preparing for Longevity
The financial aspect of longevity requires careful consideration; those nearing retirement age and those just starting work may have misconceptions about aging, not realizing that they may live much longer than their forebears.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.