Monthly Archives: September 2025
Be As Specific As Possible When Designating Beneficiaries In Your Estate Plan
Remember how surprised you were when you found out that your uncle’s name wasn’t Bubba, even though that was what everyone called him? For your entire life, his siblings, parents, and friends had only ever called him Bubba? Maybe he was filling out forms at a rental car office before you embarked on a… Read More »
Are You Prepared For The Costs Of Long-Term Care?
Estate planning is not just about budgeting for a cruise around a different body of water each year or about daydreaming about leaving your fortune to an animal rescue shelter so that it can pay for the care of adorable puppies and kitties. You must also prepare for the parts that are not fun…. Read More »
The Retirement Rumspringa
If you lived within commuting distance of Amish Country before retiring to Florida, perhaps you have heard the term “Rumspringa.” The term comes from a German word that means “to jump around,” and in some Amish communities, it refers to the period of young adulthood, between about the ages of 16 to 21, at… Read More »
Can You Get A New Mortgage Loan When You’re Retired?
So many aspects of the previous generation’s American Dream are out of reach for the members of Generation X, who are quickly approaching retirement age. In the old days, if you were financially stable, but not necessarily wealthy, then you could pay off your mortgage over 30 years and then spend your retirement living… Read More »