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Your Retirement Game Plan

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The Importance of Financial Organization In Retirement Planning

It always starts the same way.  A New Year approaches and you have the best intentions for keeping your financial life organized. You file your receipts and statements (personally, I like old school filing cabinets and file folders rather than using a scanner), and for the first few months, you are dedicated to the task. It feels good to get all the paper off your kitchen counter or desk and into a place where it is easily located.  But then life takes over, and before you know it, your financial life is scattered all over the place like a tiny tornado swept through the house.

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In Retirement Planning, Estate Mangement Solutions, Asset Protection Planning

Advanced Planning for IRA's and RMD's


I got another email today from a radio listener who is turning 70 ½ and wanted to know more about the RMD withdrawal procedure. Hopefully, you read Beth’s last blog, 5 FAQs on RMDs and IRAs Answered. Many clients and listeners worry about this process! My message to you is that there is nothing to worry about, as long as you know the rules and have the withdrawals on autopilot. But sometimes, it’s about more than simply signing the RMD form and receiving a check. There are certain situations that require a more detailed plan, such as the following:

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In Retirement Planning, Annuities, Estate Mangement Solutions, Asset Protection Planning

The Four Main Steps to the Probate Process


INTRODUCTION:

Probate is a legal proceeding conducted by a state court that oversees and manages the distribution of your property and estate after you die. Probate rules vary from state to state, but the main purpose of probate is to clear title ownership on your property so that it can pass from you to your beneficiaries as dictated by your will or by the laws of intestacy, if you don’t have a will. The probate process ends in a decree from the court that provides evidence that title has transferred and ensures that the property goes to those family members and loved ones you want to receive it.

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In Estate Mangement Solutions, Asset Protection Planning
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