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Elderly minority couple

7 Key Retirement Dates

My brother recently attended a retirement seminar at work and shared his notes with me. He learned about 7 key retirement dates and I thought they were so useful, that I want to share them with you.  Here are the seven major milestone dates to keep in mind. Age 59 1/2 At age 59 1/2 people who’ve invested in IRAs…

Why do I even need a will?

Recently a client spoke with me about whether he even needed a will.  He had set everything up so that upon his death his money went to his kids without probate.  All of his assets: bank accounts, investment accounts, community deposits, life insurance, and IRA’s either had a joint owner or a beneficiary.  As he correctly pointed out all of…