Many people I meet with ask me if they’ll still need life insurance after they retire. Their children are grown and have good jobs. They have put together a reasonably solid income plan with Social Security, pensions and annuities supplemented by investments and retirement accounts. Their surviving spouse will have plenty of money if they
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Many people believe that having an estate plan simply means drafting a will or a trust. However, there is much more to include in your estate planning to make certain all of your assets are transferred seamlessly to your heirs upon your death. A successful estate plan also includes provisions allowing your family members to access or
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The holiday season is one of my favorite times of the year. However, I understand how it can be quite stressful on someone’s finances due to all the shopping, decorating, events, and added expenses. The average household spends around $1,000 on Christmas. That’s a ton of money, but I think I’ve spent that much in
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The end-of-year holidays revolve around the spirit of giving, and many parents are shaking up what it means to “give” to their kids. Earlier this year, actress Mila Kunis echoed many parents’ sentiments about holiday gift-giving. In October, she clarified her comment that she was adopting a new Christmas tradition that involved “no presents for the
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