The Cost of Avoiding Conversations: How Estate Planning Can Save Your Family Heartache
Author and executor advisor David Edey shares how to prepare your estate and your executor to leave a legacy behind instead of a mess.
How to “Rightsize” Instead of Downsize in Retirement
Downsizing is the go-to strategy for people planning for retirement, but what if there’s a better way? Author and journalist Marni Jameson joins Retirement Revealed to explain how to "rightsize” in retirement to ensure the quality of your home and belongings match your investment of time and energy.
Listener Q&A: Lowering Taxes with IRA Conversions, Understanding RMDs & Gifting Strategies
Exploring how to approach cash gifting to your children, how to best utilize IRAs in retirement and how to lower your lifetime tax payments by planning out IRA conversions.
The Ultimate Guide To Estate Planning With Bethany Canfield
What happens when you or your spouse unexpectedly passes away? No one likes this question. But it’s an extremely important one to think about. This blog post explains the 4 must-knows of estate planning to help you protect your loved ones plus optimize your inheritance process.
5 Things To Do When Handling an Estate | Blog
Losing a loved one is never easy. The process can be made even more difficult when you’re tasked with managing…
Blog: How To Balance Your Estate And Retirement Planning
Retiring can be fun, but it can be even more fun if you have a good process that ensures you have…
Learn more about retirement, investment and tax planning through our blog updates, as well as our Retirement Revealed podcast, hosted by Jeremy Keil, and published every two weeks. Proud to be named a Top 100 Retirement Blog and a Top 25 Retirement Podcast to follow in 2021 by Feedspot!