We all know it is important to plan for retirement and your own Chapter 2. Most people think about having enough money in the bank, maybe paying off their house, or downsizing to lower their monthly expenses.
Get A HELOC Before You Retire
Scottsdale Sojourn
We have been in Scottsdale for a little over four weeks now, which in some ways feels like a long time. I think we are so used to our roving retirement lifestyle that anything longer than 2 weeks feels really long.
Save Tax $$ and Help Dad By Gifting Appreciated Stock
Today we describe a way you can help others by gifting appreciated stock. You may want or need to help support someone with a low income (parents or children). Gifting appreciated stock could allow you to help others without paying tax on the gain.
Break A Leg, Take #2
Roving retirement has its ups and downs. The next few weeks will challenge our ability to recover from surgery in a timeshare and basically make the best of an unfortunate situation.
Ensuring You Can Pay Mom’s Bills – Pitfalls of Trusts and Power of Attorney
As our loved one’s age, we want to be able to ensure their needs are met, including managing their finances when they can’t. A common misconception is that a Power of Attorney or having their assets in a trust will solve all problems.
