Give An Inheritance During Your Life? Douglas M. Lynch, CPA, CFA, CFP Creating a gifting strategy to donate assets to non-profits or causes that are meaningful is a standard part of many financial plans – not just estate plans. Giving can begin at any age and is often a family Read More…
Life Expectancy
Social Security Is Going Bankrupt!
A thought that many workers including many approaching age 62 (the earliest a worker can file for social security on their work record) is “social security is going broke, I should claim benefits as soon as I can”. Trust in our government and faith in its financial stability is not Read More…
How Long Do You Plan To Live?
Clients love when we talk about how long they are going to live. Don’t they? Probably a fair share would rather be having a root canal done than having this discussion. But it’s an important question. When someone asks how much they need for retirement, the answer is easy – Read More…
