Protecting Family Money

Good planning takes into account both the expected and the unexpected. By building your nest egg, you’re planning for the comfortable retirement you always hoped for.

Want a way to flex some retirement planning muscle? Then consider a “stretch” (inherited) IRA. Not only can this strategy preserve wealth for future generations.

Trying to predict the federal estate tax is about as easy as trying to predict the stock market. After a decade of almost yearly changes.

A stretch IRA is a traditional IRA that passes from the account owner to one or more younger beneficiaries at the time of the account owner’s death.

As you file away your forms and schedules at the end of the tax season, it’s a good time to take a closer look at the big picture of your financial structure and tidy up where needed.

Because you’ve worked hard to create a secure and comfortable lifestyle for your family, you’ll want to ensure that you have a sound financial plan that includes trust and estate planning.

There are a lot of issues that couples need to think about when tying the knot — wedding preparations, family, and, of course, finances.

Divorce can extract a heavy price — both emotionally and financially. Protecting your financial health during a divorce is crucial.

Today’s “modern family” is decidedly nontraditional. According to the latest Census data, fewer than 25% of American households currently consist of married couples with dependent children.