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,
Read moreJohn Moran
END of LIFE Care
Excerpt from the Hammond Law Group newsletter Barbara Bush, who died on April 17, 2018, at the age of 92,
Read moreTrust, 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
Read moreMoney 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
Read moreWhere there’s a will, there’s a …..
Why You Need a Will and Other Estate Documents You’ve probably heard you should have a will, but what
Read more4 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
Read more5 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.
Read moreTax Tips 2017_2016
Tax filing season begins January 23, 2017 (for year 2016 tax returns) The regular due date is April 18, 2017
Read moreMONEY_AGING_WHO IS THERE?
Confronting the limits of our own mortality… it is painful – Thomas Mierswa, Executive Director at Morgan Stanley The aging
Read moreMEDICARE/MEDICAID – becoming a paid family member caregiver
Special thanks to Liz Tredennick (lizknowsmedicare.com, 303-359-1136) for the following information– When a person applies and is accepted for Long
Read more