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Archive for the
‘Estate Planning’ Category

Retirement Confidence: It’s All in the Plan

Dec 01, 2015

phil

Estate Planning, Investing Insight, Market Commentary, Retirement Planning

0

Americans’ confidence in the ability to afford a comfortable retirement continues to rebound from the lows reported between 2009 and 2013. The increasing optimism is coming largely from workers who indicate they and/or their spouse have a retirement plan, such as a defined contribution (401(k)-type) plan, defined benefit (pension) plan, or individual retirement account (IRA). […]

Common Estate Planning Mistakes — and How to Avoid Them

Nov 09, 2015

phil

Estate Planning, Market Commentary, News

0

Estate planning can be a minefield of potential missteps, some of which could have far-reaching consequences. Many of the poor choices individuals make when planning for their own future or passing assets to their families are caused by “one-size-fits-all” planning strategies or well-intended advice from family or friends. Following are some common and potentially costly […]

Intergenerational Wealth Planning: A Win-Win for the Whole Family

Sep 04, 2015

phil

intergenerational, planning, wealth, wealth planning, wealth transfer

Estate Planning, Investing Insight, News, Retirement Planning

0

Discussing the transfer of wealth from parents to children can be uncomfortable for both parties. Yet by introducing children to the wealth management process from a young age, affluent families may be able to reduce family tensions later in life and help ensure that the planning tradition passes intact to future generations. [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FIntergenerational-wealth-300×200.jpg” […]

It’s 2015: Do You Know Who Your Beneficiaries Are?

Sep 04, 2015

phil

beneficiary, retirement, retirement plans. wealth, wealth transfer

Estate Planning, Insurance Planning, Investing Insight, News, Retirement Planning

0

Many investors have taken advantage of pretax contributions to their company’s employer-sponsored retirement plan and/or make annual contributions to an IRA. If you participate in a qualified plan program you may be overlooking an important housekeeping issue: beneficiary designations. An improper designation could make life difficult for your family in the event of your untimely […]

Revising Estate Strategy Assumptions

Jul 07, 2015

phil

assumptions, changing, estate tax, uncertainty

Estate Planning, News, Taxation

0

When the rules of the game change, tactics should follow in response to the new landscape. While estate tax exemptions have ridden an uncertain roller coaster in recent years, the rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.¹ [images style=”2″ image=”http%3A%2F%2Frebelfinancial.com%2Fwp-content%2Fuploads%2FMarble-house-with-question-mark-in-the-snow-200×300.jpg” width=”200″ align=”right” top_margin=”20″ bottom_margin=”20″ left_margin=”20″ right_margin=”20″ full_width=”Y”] In 2013, Congress […]

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