Many people fantasize about getting an unexpected inheritance, but what would you do if it happened to you? Would financial planning be at the top of your to-do list? According to USA Today, “More than $41 trillion will be transferred to heirs over the next 50 years…Much of that wealth will be passed on to […]
© Clarity Financial Planning. Financial Planning Should Come First When You Inherit is a post from: Bring Clarity to Your Finances™
Thanksgiving is behind us and we are in the home stretch of 2013. While your thoughts might be on shopping and getting ready for the holidays, there are a number of financial planning tasks that still need your attention. Here are 7 financial planning tips for the end of the year.
For many, once we reach the age of 70.5 IRA and other Qualified plans mandate a distribution so Uncle Sam can get his fair share of taxes. For some, RMD’s or Required Minimum Distributions occur even sooner.
If you have ever been in the role of caregiver to a sick family member, whether for a short period of time or for a long drawn out decline, you know it takes a huge toll on your own life and that of your family.
I’ve written a lot about Social Security Spousal Benefits and Survivor Benefits on these pages, but oftentimes there is confusion about how they are applied. There are things about them that are common, but for the most part there are some real differences that you need to understand as you make decisions about applying for one or the other of these benefits.
I was recently driving to work and heard on the radio about gas prices in New Jersey falling to $2.99 per gallon of regular. Yes, that’s right, gas prices starting with a “2“!
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