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MoneyDo: Understand & Prepare For Long Term Care

MoneyDo: Understand & Prepare For Long Term Care

As you prepare to enjoy your future and time in retirement, it’s essential to consider the potential costs of long term care, and whether you need to consider long term care as a part of  your financial plan. Long term care becomes necessary when we can no longer...
MoneyDo: Understand The Benefits Of A “Stretch” IRA

MoneyDo: Understand The Benefits Of A “Stretch” IRA

If someone close to you (other than your spouse) has an IRA and you are named as the beneficiary, (sometimes called a “Stretch IRA), it’s important to understand the tax implications if they pass away. In this week’s MoneyDo, we explore the advantages and some of the...
MoneyDo: Audit the financial advice you’re receiving.

MoneyDo: Audit the financial advice you’re receiving.

In the business world, audits are a harsh – but necessary – reality. Audits attempt to cast light into every corner of the balance sheet to make sure a company can account for the source and flow of money. This week, we’re suggesting you perform an audit – but instead...
MoneyDo: Ask Your Estate Planning Attorney These Questions

MoneyDo: Ask Your Estate Planning Attorney These Questions

Getting serious about making an estate plan means consulting with an estate planning attorney who can walk you through the process. Annex Wealth Management’s Estate Planning Attorney, Jill Martin, J.D., offered some ideas on what you should ask. Finding an attorney...