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 Personal Planning Ideas

Know When to Hold ’Em
Now that the tax filing season is over, you may be wondering how long to hold on to old income tax returns, along with the receipts, canceled checks and other documentation that accompany the return . . . more

Don't "Misplace" Beneficiaries
If you can’t recall all the beneficiaries you’ve named for life insurance, retirement accounts and other investments, it’s time to examine all those documents and possibly have a serious discussion with your financial adviser . . . more

Prevent "Stale" Wills
Unlike a gallon of milk or a carton of eggs, wills, living trusts and other estate planning documents don’t come with “freshness” dates . . . more

Keeping Loans in the Family
An intrafamily loan may benefit both older family members looking for higher yields and younger family members who want to borrow to buy a car or start a business at a rate slightly lower than what’s currently offered by commercial lenders (and possibly without the intense credit check) . . . more

Be sure to check this site each month for new planning ideas. If you would like to receive our Personal Planning Ideas by e-mail each month, please click here.

April 2015 Archive
• Who’s Getting Your Money?
• Surviving the Roller Coaster Ride
• Value Averaging: An Alternative to Dollar Cost Averaging
• What Lessons Can You Learn from Your Tax Return?

March 2015 Archive
• Making the Best of a Bad Situation
• Pay Yourself, Not the IRS
• Doing the Unexpected
• April 15: More Than Income Taxes

February 2015 Archive
• Estate Planning’s Extra Innings
• Time to Redeem?
• Important — But Random — Numbers for 2015
• Don’t Put Too Many Strings on Bequests

January 2015 Archive
• Here We Go Again
• Gift Ideas for Early in the Year
• Weathering the Ups and Downs
• Make 2015 the Year to Save
• Got New Stuff? Review Your Insurance

December 2014 Archive
• Reunited at Last
• Beware of Deadlines
• Add to Your New Year’s Resolutions
• Insuring Your Legacy

November 2014 Archive
• When to Take Distributions?
• Motivations for Giving
• Don’t Sweat the Market Drop
• Wealth Transfer Tsunami Ahead?