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Exploring a wide range of topics aimed at helping people to and through their retirement.

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Provide a larger after-tax inheritance to your loved ones

What do you do when you have enough retirement income but also extra pre-tax money growing on the sidelines?


Tags: Estate Mangement Solutions, life insurance, long-term care

What happens to your Social Security benefit if you lose a spouse?

For many American retirees, Social Security is a valuable, and sometimes essential, part of their retirement income. But what...


Tags: Estate Mangement Solutions, social security, life insurance

4 Important things to keep in mind when planning for retirement

Do you have all the bases covered to pave the way for a happy and secure retirement, or does your plan have a big hole?

In...


Tags: Retirement Planning, Estate Mangement Solutions

12 Questions From Our Listeners (and Our Answers!)

This week's episode of Just Don't Lose The Money Radio was dedicated toward answering questions that listeners submitted...


Tags: Retirement Planning, Estate Mangement Solutions

How Retirement Strategies Should Change As You Age

Everyone should have a strategy for meeting their goals in retirement, but retirement can last for decades; you should adjust...


Tags: Retirement Planning, Annuities, Estate Mangement Solutions,

5 Must-Read Books on Retirement Planning

Whether you are just starting to think about retirement, or you are in retirement already, you have only two jobs:

The first...


Tags: Retirement Planning, Estate Mangement Solutions, Asset Protection Planning,

Think you are ready for retirement? Answer these 6 questions first...

If you are thinking about retirement, or are nearing retirement, its go time. We call this the time period the “retirement...


Tags: Retirement Planning, Annuities, Estate Mangement Solutions,

The Importance of Financial Organization In Retirement Planning

It always starts the same way.  A New Year approaches and you have the best intentions for keeping your financial life...


Tags: Retirement Planning, Estate Mangement Solutions, Asset Protection Planning

Advanced Planning for IRA's and RMD's

I got another email today from a radio listener who is turning 70 ½ and wanted to know more about the RMD withdrawal...


Tags: Retirement Planning, Annuities, Estate Mangement Solutions,

Life Insurance Awareness Month

I was Driving down the Mass Pike this past weekend and saw a billboard that really caught my attention. It read, "We spend...


Tags: Estate Mangement Solutions

The Four Main Steps to the Probate Process

INTRODUCTION:

Probate is a legal proceeding conducted by a state court that oversees and manages the distribution of your...


Tags: Estate Mangement Solutions, Asset Protection Planning

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