If you are retired and have reached your seventies, you may have the opportunity to draw a little less income from your retirement savings accounts in 2022. Next year, the Internal Revenue Service plans to update the life expectancy tables used for the calculation of...
If You Can’t Find Identify an Advocate: Care Management Services In an earlier post we discussed the importance of choosing the right person or people to be your child’s Advocate when you are no longer around. Whatever plan you have in place for your child once...
How are your goals for the New Year progressing? If you’re like most people, you’ve probably passed a few exciting checkpoints while also tripping over a few pebbles. Some goals might be easier to spot on the horizon now that you’ve been putting your plan into action....
Your legacy isn’t just about your assets. Of course, as part of our Life-Centered Planning process, we will help you coordinate with attorneys and tax experts to create an estate plan that will provide for your heirs in accordance with your last wishes. But hopefully,...
Why, day in and day out, do you do the things that you do? Because you have to? Because you want to? Because you’ve had the same routine for years and you’re used to it? If you feel like your life is something that just happens to you, it’s time to reassess how you’re...
