living will

Investing

Investing for Retirement: Estate Planning

You should work with your attorney and tax specialist to craft an estate plan that reflects your personal needs. What is the primary goal of your estate plan? Avoid taxes? Providing for your family? Charitable giving? Have you defined the primary beneficiaries of your estate? What is your plan for giving to your heirs? If you have minor children, have you named both guardians for them and trustees for your estate? Do you have life insurance? Is it enough? Who are the beneficiaries? Do you have long-term care insurance? Continue reading Investing for Retirement: Estate Planning

Mike Connelly
Investing

Investing for Retirement: Defining Your Investment Objectives

Every investor Is unique. Their current and projected future income will differ. The amount of assets they have acquired will vary. Their potential inheritance from others will vary. Their living expenses (pre- and post-retirement) will differ. In addition to leaving an inheritance for their dependents, their philanthropic goals will vary. Their investment experience and risk tolerance will differ. Finally, depending on when they start saving and when they need to retire, their investment time horizon will vary. Continue reading Investing for Retirement: Defining Your Investment Objectives

Mike Connelly