Trusts and Estates

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Boomer Retirement Advice

Submitted by Eve Kaplan on Thursday, July 16, 2015 - 12:00pm

Ever see the 1970 classic movie Five Easy Pieces? If you were born between 1946 and 1964, this iconic piece of your pop entertainment past offers several metaphoric financial benefits worth your initial effort.

If you’re a boomer, you enjoy good news in that you’ll probably live longer and perhaps better that your parents and grandparents did. The bad news: You’ll live a longer and perhaps more expensive life, too.

You face decisions your parents or grandparents likely didn’t face before you.

Signs of a Good Money Track

Submitted by Andrew Comstock on Wednesday, July 1, 2015 - 12:00pm

A solid financial plan can help reduce stress in your life, but how do can you tell when you’re sticking to a plan? Here are some signs of progress, from your physical comfort to your spending and savings habits.

New Retirement Landscape

Submitted by Ray Ferrara on Friday, June 19, 2015 - 9:00am

Retirement is not what it once was. Inheritance is no longer a sure thing to fund your golden years. Paying off a mortgage, once a rite of passage for retirees, makes less sense today. And forget the old saw that 65 is the right age to retire. Increasingly, people are shying away from a date certain.

3 Keys to Estate Planning

Submitted by Tom Bentley and Courtney Weber on Monday, June 15, 2015 - 3:00pm

Estate planning is one of those things you know you need to do but keep putting off. You’ll find this task easier by breaking it down into three essentials: organizing your financial information, communicating your plans and, of course, taking action.

6 Common Financial Pitfalls

Submitted by Heidi Clute on Tuesday, June 9, 2015 - 3:00pm

We all make mistakes, and through them, we learn. But when it comes to finances, it is best not to take the trial-and-error approach. Avoiding some of the following financial mistakes might save you a great deal of money and heartache.

Your Best Estate Tool: Clarity

Submitted by Joseph A. Clark on Thursday, May 28, 2015 - 3:00pm

When your heirs sort out your estate, they’ll get no directions from you – unless you planned well for one of life’s most emotional moments. Let your loved ones grieve (someday) without rancor. Specify what you want before it’s too late.

How Money Can Buy Happiness

Submitted by Lewis J. Walker on Monday, May 18, 2015 - 9:00am

It’s a quintessential question: Can money buy happiness? The answer is: Yes, if it goes for the right things. Academic research shows that money buoys your happiness if you spend it on charity or other generous works and on buying experiences rather than things.

Billy Graham on Retiring

Submitted by Joseph A. Clark on Tuesday, April 28, 2015 - 12:00pm

One of our nation’s iconic religious figures has some very good advice for retirement. Most retirement guides talk about the money aspect. Billy Graham addresses how you will feel about retiring.