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Insights - Retirement
Keep Your Homeowners Insurance Up to Date

Keep Your Homeowners Insurance Up to Date

By Ayaz Mahmud • 30 Apr, 2024
Nearly all insurance companies require that your policy be issued for at least 80% of the replacement cost of your home.
Estate Taxation: An Ever-Changing Landscape

Estate Taxation: An Ever-Changing Landscape

By Anne Christopulos • 17 Oct, 2023
Most states do not even have an estate tax, and those that do have thresholds ranging from $1million to $11million.
Social Security — How Secure Is It?

Social Security — How Secure Is It?

By Anne Christopulos • 19 Apr, 2023
Some people believe that they will never see a penny from Social Security when they retire someday. The topic of Social Security's long term viability becomes major news every year.
Paying for Long-Term Care

Paying for Long-Term Care

By Michael DuBois • 13 Oct, 2022
Solutions on funding the costs of long-term care for yourself and family members, including the importance of forming a plan.
Secure Act 2.0-The Sequel

Secure Act 2.0–The Sequel

By Anne Christopulos • 22 Jul, 2022
According to the professional services firm, PwC: "A quarter of US adults have no retirement savings and only 36% feel on track."
7 Common Estate Planning Mistakes

7 Common Estate Planning Mistakes

By Anne Christopulos • 24 Jan, 2022
Estate planning is more than having a will or trust, a power of attorney and a medical directive, which most of us do with the guidance of an attorney.
The World of Insurance

The World of Insurance

By Michael DuBois • 04 Nov, 2021
By definition, insurance is "coverage by contract whereby one party undertakes to indemnify or guarantee another against loss...
The Impact of Divorce on Retirement Planning

The Impact of Divorce on Retirement Planning

By Anne Christopulos • 04 Nov, 2021
Planning for a comfortable retirement is a long term challenge. A divorce can make it even more challenging.
Using a Charitable Remainder Trust to Leave Your IRA to Your Children...And To Charity

Using a Charitable Remainder Trust to Leave Your IRA to Your Children…And To Charity

By Anne Christopulos • 26 Jul, 2021
IRA accounts, which for many of us started as annual $2,000 contributions in the early 1980s, have grown to be major factors within the estate planning process.
What is Fiduciary Duty?

What is Fiduciary Duty?

By Ayaz Mahmud • 02 Dec, 2020
Fiduciary duty is a legal concept requiring individuals in certain professions – including lawyers, trustees, and investment advisers – to prioritize their clients’ best interests over their own.
The SECURE Act Passed…Now What?

The SECURE Act Passed…Now What?

By Anne Christopulos • 22 Jan, 2020
The SECURE Act makes important changes to retirement accounts. How will it affect you & what changes should you make, if any, in response to the new rules?
2020 contribution limit changes and the secure act

2020 Contribution Limit Changes & the Secure Act

By Ayaz Mahmud • 06 Jan, 2020
There are some significant changes to your retirement plans starting January 1, 2020. We've put together the highlights for you.
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