Estate Planning
We can refer you to professionals to help meet your individual needs.
Estate planning is simply determining (while you’re still alive) where your assets should go after you die. Without a properly structured estate plan, your wishes may not be fulfilled, and there may be unintended consequences for your loved ones.
While the concept is simple, the vehicles, planning and implementation process can be rather complex. Because of the estate tax laws and the emerging vehicles to help you protect and transfer your assets effectively, it’s important to work with experienced estate planning professionals who stay current in this field and advise clients on a day-to-day basis.
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An investment in knowledge pays the best interest.
The 5 Phases of the Chapters of Retirement
The five phases of life after 50 & the considerations that accompany them.
The Investment Risk You May Not Know About
What can you do to allay this risk?
Beware of These Midlife Money Errors
If you are between 40 & 60, beware of these financial blunders & assumptions.
The Netzel News
In this issue: Tax deductions you don’t want to overlook. Fed makes statement on interest rate hikes for 2019. Wall Street awaits a wave of IPO action. More retirees are working after 70. How to adjust to a “surprise” retirement.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help you manage your tax bill.
Building a Bond Ladder
One approach to creating a bond portfolio.
How Women Can Narrow the Retirement Savings Gap
Steps toward saving more & revitalizing your retirement strategy.
A List of IRA Withdrawals That Escape the 10% Penalty
The list of these options has grown.
Is America Prepared to Retire?
A look at some ways to get ready.
Long-Term Investing Truths
Key lessons for retirement savers.
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market.
February Economic Update
In this month’s recap: equities rally here and around the world, economic fundamentals look solid, the pace of home sales slows, and oil surges.
