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 Personal Planning Ideas

Estate Planning’s Extra Innings
Most people think that estate planning ends at death . . . more

Time to Redeem?
Check the drawers where you keep important papers to see if you have any of the following savings bonds . . . more

Important — But Random — Numbers for 2015
While the contribution limit for IRAs did not increase (it’s $5,500, plus a $1,000 catch-up for those ages 50 and older), the limit for 401(k) contributions did go up . . . more

Don’t Put Too Many Strings on Bequests
Exactly how long do you want to control the assets you accumulated during your lifetime? . . . 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.

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?

October 2014 Archive
• Many Ways to Give It Away
• Teaching Life Lessons
• Squeezing Cash from Collectibles
• Keep Living Trusts Alive

September 2014 Archive
• Take a "Selfie" of Your Home
• When a Family Member Needs Extra Help
• Are You Ready for Retirement?
• Raising Philanthropic Children and Grandchildren

August 2014 Archive
• Will the Bubble Burst?
• Building a Better Society through Your Living Trust
• Where to Begin?
• Rating Your Risk Tolerance