Dos and Don’ts of Beneficiary Designations

Most people think of wills and trusts when they hear the words estate planning. However, an essential - and often overlooked - aspect of estate planning is making beneficiary designations and keeping them up to date after life changes....

The “Too Young” Conundrum

Early retirement gives you an opportunity to get away from the corporate world and pursue your interests. But people who retire in their 50s suffer from what I call the “too young” conundrum: they are too young to qualify for government benefits and could face penalties if they try to draw from retirement accounts...

Expanding your Retirement Income Horizons

Working people tend to get the majority of their income from a single job, but retirees often have several income streams. Setting up multiple sources of retirement income gives you flexibility in retirement, especially if one of your expected income sources doesn't work out....