Articles related to: Financial Planning
51: Estate: Your Questions Answered - Can You Stretch A 401K?
A reader recently asked if his 401(k) could be rolled over, by his beneficiary, to a 'stretch' IRA after his death. Read on to discover an answer that will protect your beneficiaries from tens of thou..
52: Estate: Your Questions Answered - Health Savings And Power Of Attorney
Q. Jeff, I want to ask your opinion regarding Health Savings Accounts. On April 1st, the company I work for is changing our current Blue Cross health insurance to Guardian Insurance set up as a HRA. I..
53: Investing: It's Your Money Take Control Of It!
One of the biggest mistakes I frequently see investors make is needlessly losing control of their money. Any time you pay a hefty commission or face surrender penalties in order to get YOUR money you ..
54: Estate: Beyond The Living Will
Living wills have received a great deal of attention due to the recent Terry Schiavo situation. Because her end-of-life wishes were in dispute, family members battled each other in the courts over her..
55: Investing: The Solution To The Investment Roller Coaster
Do you feel you're on an emotional roller coaster? If so, you are not alone. The fluctuations of the market are hard for most investors to stomach, and many suffer from financial 'motion sickness' as ..
56: Annuities: Don't Put Your IRA In A Variable Annuity Part 2
If you're getting ready to retire with a large IRA rollover, or your current IRA account is nearing the end of any surrender penalties, chances are you'll be pitched this product. So this week I'm goi..
57: Estate: Afraid Of Losing Your Home To Medicaid?
Doris from Minnesota is considering transferring her assets to her son so they won't be lost to Medicaid should she need assisted-living or nursing home care. Is that the right move? If so, what's the..
58: Estate: How To Legally Avoid Taxes On Gifts And Inheritances
Nobody likes to pay taxes. If done incorrectly, though, the way you inherit an asset can result in you needlessly paying tens of thousands of dollars in taxes. Knowing some simple rules will reduce yo..
59: Investing: Keep Up Your Guard
Do you like being taken advantage of? I sure don't. In fact, I hate it! Worse, it seems like it is happening more and more. Now, more than ever, it is buyer-beware. Read on for some specific examples ..
60: Insurance: Drunk Driver Ruins Financial Future
Clyde and Claudette's financial future is now ruined! Make sure it doesn't happen to you. These tips will help you protect yourself from the time-bomb that devastated them. I talked with Clyde and his..
61: The IRA vs. The 401(k)
There will be many terms you will come across during your research that will be somewhat confusing until you get the terminology down. The path to financial doesn't have to be as complicated as we ten..
62: Estate: To Trust Or Not To Trust . . . That Is The Question!
Living Trusts have become very popular and are being heavily promoted to seniors. Should you Trust or not Trust? That is the question. Read on to learn some simple guidelines that will help you know w..
63: Insurance: Don't Let Health Care Hijack Your Retirement
One of the greatest financial challenges faced by today's retirees is the rising cost of health care. Prescriptions, insurance premiums, doctor's office visits and hospital stays are all increasing mo..
64: Estate: Clearing Up Estate Document Confusion
Few topics confuse investors more than figuring out what estate-related documents they need. Living Wills, Living Trusts, and Powers of Attorney are just a few of the terms that most find hard to defi..
65: Estate: Afraid Of Losing Your Home To Medicaid?
Doris from Minnesota is considering transferring her assets to her son so they won't be lost to Medicaid should she need assisted-living or nursing home care. Is that the right move? One of the greate..
66: Insurance: HIPPA Headaches
Don't you just love government red tape? This time the bureaucratic process has given us a real doozy--it's called the Health Insurance Portability and Accountability Act or HIPAA for short. And the u..
67: Investing: Saving Your Retirement
Everyone would love to retire early, but they also desire to be free from the fear of running out of money. Changing your attitude toward investing and the approach you take will help you accomplish b..
68: Estate: Don't Be Left Holding The Bag
Ned almost lost the farm that had been in his family for 8 generations! We've all heard that 'The Devil is in the details.' It is especially true when it comes to estate planning. Make sure you don't ..
69: Insurance: The Real Reason For Long -Term Care Insurance
My mother-in-law recently passed away after a long and courageous battle with cancer. Throughout her battle, our family had to deal with many emotional and legal issues. Over the next couple weeks, I'..
70: Insurance: Inaccurate Medical Records Could Give You A Heart Attack
You may be paying too much for health, life or long-term care insurance! I know because a life insurance company recently tried to charge me double. My experience may save you money and keep you from ..
71: Estate: How Do You Like These Odds?
Are you a gambler? Do you like to play the odds? Here are some real-life odds for you to consider: 90% of people become incompetent before they die! Of course, your spouse might not think you're of so..
72: Insurance: Life Insurance, Too Much, Too Little, Or Just Right?
The thought that you may not need life insurance is anathema to most life insurance agents. But as a Certified Financial Planner who is also a life insurance agent, I have a different point of view. T..
73: Investing: Stategies To Boost Growth
You should continue to grow your nest egg even when retired--unless you've been blessed with more money than you will ever spend! Last week I discussed in detail how retirees can boost their income wi..
74: Estate: Don't Rely On Medicaid For Long-Term Care
Millions of retirees expect to rely on Medicaid to cover the cost of their long-term care needs. If you or your parents have that expectation then you must read this article. You shouldn't rely on thi..
75: Insurance: When Life Insurance Is A Pot of Gold
Don't cancel your life insurance policy without reading this first! Depending on your situation, you may be losing tens of thousands of dollars if you do. If you have a life insurance policy that you ..
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