While couples tend to work on their retirement plans together, it’s a good idea to stress-test the plan by imagining that the wife might outlive the husband.
Anticipating Women’s Retirement Expenses
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Get Creative When Pre-Planning Funerals
Think about how much time we put into planning things like college, a wedding, moving to a new home, having a baby and retirement.
Legacy Issues
Sixty-three percent of surveyed affluent adult children between the ages of 18 and 22 say they’ll need to rely on their inheritance for financial security during retirement.
Tax Burden Shifts in Divorces
The Tax Cuts and Jobs Act (TCJA) featured an important provision for divorcing couples to consider.
Life Insurance for Retirees
Many people think life insurance is only for young couples. While a life insurance policy is an important vehicle to help protect a young family’s financial future should one parent pass away, that’s not the only time in life when financial protection matters.
Estate Planning: Family Businesses
Family businesses that manage to survive generation after generation leave not only a family legacy, but also the potential for tremendous wealth.
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