by Hillary Glaser | Oct 28, 2022 | Estate Plan, Trust
Should a Trust Be Part of Your Estate Plan? Trusts used to be seen as an estate planning tool for only the very wealthy, who have complicated family situations to sort out, and high-value assets to protect. Times have changed. Modern lives are complicated, asset...
by Hillary Glaser | Sep 23, 2022 | Taxes, Trust
Planning for the 5 Big Tax Challenges in Retirement Creating a retirement paycheck that generates the income you need while keeping you in the lowest possible tax bracket isn’t as easy as it seems. All the planning you did while working – like saving retirement...
by Hillary Glaser | Aug 22, 2022 | Financial Planning
When Should You Hire a Financial Advisor? For most people, there’s usually a point where their financial life becomes complicated enough that they realize it’s time to hire a professional financial advisor. This could be at any stage of your life; it’s...
by Hillary Glaser | Aug 12, 2022 | Estate Plan, Financial Planning, Taxes, Trust
A Senior’s Guide to Getting Married Later in Life by Amos Faulkner Getting married later in life allows you to solidify a bond with a partner who you can enjoy your golden years with. However, senior marriages also pose challenges. For example, older people tend...
by Hillary Glaser | Jun 21, 2022 | Estate Plan, Financial Planning, Taxes, Trust
Qualified Charitable Distributions A Charitable Strategy for Tax Efficiency If supporting charities meaningful to you is part of your long-term financial plan, creating a strategy around your giving can help you maximize the gifts you give. It can also be...