RMDs_IRAs_QCDs and other Tax Planning Opportunities

IRA Required Minimum Distributions and Charitable Contributions  If you’ve been contributing to a traditional IRA or other defined contribution plan,

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END of LIFE Care

Excerpt from the Hammond Law Group newsletter Barbara Bush, who died on April 17, 2018, at the age of 92,

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Trust, Plan, and Verify – Lessons on Estate planning

  Trust, Plan, and Verify By Sharon R. Majetich, MA in Reading & Literacy, MS in Information and Learning Technology. Note

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Money planning – Custodian vs Guardian (Estate planning terms)

Custodian vs. Guardian: What’s the Difference? When developing your will and estate plan, you’ll need to designate various fiduciary roles

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4 Tips to Retirement Budget Planning – the Essentials

4 Tips for Creating Your Retirement Budget   About 3-5 years before retirement, you should get a good handle on

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5 Ways to Maintain an Active Mind in Retirement

5 Ways to Maintain an Active Mind in Retirement Staying active as you age is beneficial in lots of ways.

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MONEY_AGING_WHO IS THERE?

Confronting the limits of our own mortality… it is painful – Thomas Mierswa, Executive Director at Morgan Stanley The aging

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