What Do I Do With All of This Money?

What Do I Do With All of This Money?

Just because it’s a nice problem, doesn’t mean it’s not still a problem.  Provided by Kristin Hershey   Here’s a scenario for you: You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you...
What Do I Do With All of This Money?

Retirement Blindspots

Some life and financial factors that can sometimes be overlooked. Provided by Kristin Hershey   We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you may...
What Do I Do With All of This Money?

Tax Efficiency in Retirement

Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s important to understand which types of plans...
What Do I Do With All of This Money?

Estate Management Checklist

Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enables you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare documents spell out your wishes for...
What Do I Do With All of This Money?

A Checklist for When a Spouse or Parent Passes

When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on. There are arrangements to be made, things to be taken care of – and in recognition of this reality, here is a checklist that you may find useful at...
What Do I Do With All of This Money?

Are You Prepared for an Estate Tax Sunset?

The federal estate tax threshold rose to $25.84 million in 2023 for married couples and $12.92 million for individuals, as part of the Tax Cuts and Jobs Act (TCJA). Like several TCJA provisions, the higher estate tax limit is due to sunset in 2025. Barring...