Monthly Archives: September 2022

Hybrid Life Insurance: The Best Of Both Worlds
Everything is so expensive these days that it is easy to lose sight of the things that are exceptionally expensive and always has been. Imagine that you are sitting at your local diner, which is packed with retirees, all of whom are grousing about how “egg-flation” has increased the price of the senior breakfast. … Read More »

What Causes Retirees To Run Out Of Savings?
The two goals of estate planning are to have enough money to support yourself in your old age and to be able to leave some assets to your family (or any other chosen beneficiaries) after you die. In other words, your goal is to avoid outliving your savings. Public programs like Social Security and… Read More »

3 Financial Mistakes To Avoid During Retirement
Don’t let the images you see on estate planning websites fool you; retirement is not fabulous or glamorous for most people, but this does not mean that you will never be able to afford to retire. The financial decisions you make now can help put you in a position to enjoy a comparable lifestyle… Read More »

Funding Your Revocable Trust
If you have established a revocable trust, you are probably feeling pretty chuffed with yourself. After all, revocable trusts are one of the most effective ways of keeping your assets from having to go through probate. You might not be rich, but at least you are not enough of a chump to let the… Read More »