_ Money Matters Two Ways to Reduce Risk if the Bull Market Has Skewed Your Asset Allocation By Sondra Forsyth article In the current bull market, many people have made so much money they now find their asset allocation is out … Read More→
_ Money Matters Wills & Estates Greatest Wealth Transfer Could Be Costly Blunder For Beneficiaries And Windfall For IRS By Sondra Forsyth article Anyone who just inherited a deceased parentΓÇÖs IRA or 401(k) could be about to commit a costly blunder. You can … Read More→
_ Money Matters Retirement Delaying RMDs from Your IRA: ThereΓÇÖs Only One Way to Do It By Sondra Forsyth article When you reach age 70┬╜, you must start taking required minimum distributions (RMDs) from your IRA, 401(k), SEP or other … Read More→
_ Money Matters Wills & Estates 3 Tips to Make The Finances Add Up for the Spouse Left Behind By Jane Farrell article Traditional wedding vows usually include the phrase ΓÇ£till death do us part,ΓÇ¥ but itΓÇÖs not a part of the ritual … Read More→
_ Been There? Done That? Write A Book! By Jane Farrell blog As my generation heads into retirement, I have become accustomed to hearing declarations akin to, ΓÇ£At last I have time […]
_ Money Matters Retirement Taking a 401(k) Loan Can Be a Smart Move By Sondra Forsyth article Most financial planners say borrowing from your 401(k) is a bad idea, period. I disagree. Borrowing from your 401(k) plan … Read More→
_ Dental Health Oral Health Tooth trouble: Many Middle-Aged Adults Report Dental Pain, Embarrassment and Poor Prevention By Sondra Forsyth article The dental health of middle-aged Americans faces a lot of problems right now, and an uncertain future to come, according … Read More→
_ Wills & Estates What the Kids Get: Planning Your Legacy By Jane Farrell article After a lifetime of working hard and saving faithfully, some people just want to enjoy retirement and spend their money … Read More→
_ Wills & Estates Estate Planning Is Not Just for the Ultra-Rich Anymore By Sondra Forsyth article HollywoodΓÇÖs stereotype of estate planning usually features assorted nieces, nephews and cousins gathered in the drawing room of a 100-year-old … Read More→
_ Five Steps to Smart Downsizing By Jane Farrell article At some point every adult thinks about downsizing, especially if kids have moved out of the house and people are … Read More→
_ Senior Health Loneliness Could Be a Greater Threat to Health than Obesity By Sondra Forsyth article Loneliness and social isolation may represent a greater public health hazard than obesity, and their impact has been growing and … Read More→
_ Working, Parenting, and Caregiving By Sondra Forsyth blog During menopause, more and more of us are gaining membership to the aptly named ΓÇ£Sandwich Generation,ΓÇ¥ a group marked by […]
_ Retirement Are You Leaving Your Beneficiaries a Tax Time Bomb? By Sondra Forsyth article When it comes to retirement ΓÇô and to passing on whatever wealth youΓÇÖve accumulated to a spouse or the next … Read More→
_ Wills & Estates Leave The Legacy You Want with This End-of-Life Checklist By Jane Farrell article A lifetime of hard work may have rewarded you with a nice home and hefty bank accounts, but what happens … Read More→
_ 3 Monumental Money Mistakes People Make Before They're 50 By Jane Farrell article The saying that youth is wasted on the young may be especially true when it comes to saving for retirement. … Read More→
_ Money Matters Retirement Creating Your Own Pension By Sondra Forsyth article Few people have enough income from Social Security and company pensions (which are less common now) to support their retirement … Read More→
_ Healthy Diet & Nutrition Real-Life Tips to Cut Your Salt Habit By Jane Farrell article The American Heart Association, the leading voluntary health organization dedicated to building healthier lives free of cardiovascular disease and stroke, … Read More→
_ Marriage Senior Health Older Married Couples and Advance Directives By Sondra Forsyth article A study published in June 2017 in the Journal of the American Geriatrics Society examined the effects spouses had on … Read More→