Monthly Archives: December 2016
Four Things You Need to Know for Your Retirement Planning To-Do List
As you approach retirement age, there are many different considerations you need to keep in the back of your mind in order to plan effectively for the future. These five things should never be overlooked in your retirement to-do list process. Know the Withdrawal Rules One you reach age 70 and a half you… Read More »
Four Things You Need to Know About Using a Living Trust
You may also have heard that a living trust is referred to as a revocable trust. This means that you are eligible to update it or cancel it over the course of your life. As the name suggests, your living trust is effective over the course of your lifetime, meaning that you can also… Read More »