Personal Planning Ideas

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  • Personal Planning Ideas

    Still Time to Make 2018 Better
    There are a few months left in the year, giving you time to consider some of these ideas for improving your tax and financial picture . . . more

    Six Reasons to Have a Will
    A will is one of the most important documents you will ever sign.  Think about the things a will enables you to do . . . more

    Buy? Sell? Ask Questions First
    Stock prices have generally been up over the past few years, prompting many investors to reexamine their holdings . . . more

    Financial Communication Also Important in a Marriage
    Anniversaries are a time to celebrate and reflect, but they’re also a good time to share information . . . 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.

    August 2018 Archive
    • Jump-Starting Year-End Planning
    • Revocable Charitable Gifts an Option to Consider
    • Provide Family Support During Estate Administration
    • Alternative Route to IRA Funds

    July 2018 Archive
    • I Have a Will — Do I Also Need a Living Trust?
    • Reviewing Beneficiary Designations
    • When Do I Need to Update My Will?
    • Estate Planning for Those on Their Own

    June 2018 Archive
    • Gift Annuity Rates to Increase
    • Profitable Lessons from a Tax Return
    • Mid–Year Resolutions
    • Family + Charity = Satisfaction

    May 2018 Archive
    • Planting Season for a Harvest of Tax Savings
    • Special Planning for Special Needs
    • Who Should Be Your Executor?
    • Write to Your Family, Right from Your Heart

    April 2018 Archive
    • How Much Insurance Do You Really Need?
    • Talk about the Estate Planning Facts of Life
    • Tying the Knot, Senior Style
    • How Will You Spend Your Retirement Savings?

    March 2018 Archive
    • Spring Cleaning for Estates
    • Endowment: The Gift That Keeps on Giving
    • Timing Can Be Everything in Gift Planning
    • Is It Ever Too Late to Write (or Revise) a Will?


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