by Judy Esau | Dec 13, 2019 | Financial Planning, Retirement Planning
With the year coming to an end, we want provide insight that may be useful to either you, your family members and friends for 2020 retirement and financial planning. If you’re still employed, a great place to start your planning is with your employer benefits....
by Judy Esau | Mar 3, 2015 | Estate Planning, Retirement Planning
There are three guarantees in life…..death, taxes….and caring for the elderly. The ‘long-term care insurance’ discussion is being avoided by many individuals who, in fact, would be prime candidates to secure this insurance sooner than they think they should. With 60...
by Judy Esau | Jan 13, 2012 | Retirement Planning
While its tax deferral is a powerful incentive to save, the Traditional Individual Retirement Account (IRA) was never meant to shield those savings from the IRS indefinitely. Consequently, account owners are required to start withdrawing a certain amount from their...
by Judy Esau | Jan 12, 2012 | Retirement Planning, Tax Awareness
This year holds many changes for tax implications on several different fronts. One change that we are discussing with our clients is the Roth Conversion and how this will affect financial and estate planning goals. Until this year, any individual whose adjusted gross...
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