Should an Executor Account for Non-Probate Assets When Distributing Assets According to the Will?
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, CFP®, CPA, CDFA®, and estate planning attorney Arun Gupta to answer a listener’s question on whether a Will should consider money that transferred by beneficiary designation. They discuss language the Will may contain that would give the executor guidance as well as options for the executor and heirs to consider.
Engaging the Uninterested Spouse in Family Finances
Principal Jennifer Thomas, CFP®, and Associate Michael Griffin, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to discuss the importance of including an uninterested spouse in household financial and investment conversations. They consider patterns seen among clients and how, as advisers, they work to meet each spouse on a level that they understand.
Retiring Early? Don’t Overlook Health Care Costs
The financial Experts team up to discuss how extra financial planning is needed if you intend to retire early—not because the retirement period is longer—but because of the substantial health care costs between your early retirement age and when you are eligible for Medicare.
What Will You Pay for Medicare in 2021?
Medicare premiums, deductibles, and coinsurance amounts change annually. Here’s a look at some of the costs that will apply in 2021 if you’re enrolled in Original Medicare Part A and Part B.
Watch Out for These Financial Pitfalls in the New Year
As you move through different stages of life, there are new financial opportunities and potential pitfalls around every corner.
Sharing Your Money Values Can Be Part of Your Legacy
When it’s time to prepare the next generation for a financial legacy, you might want to bring your family members together to talk about money.
Seeking Sun or Savings? Explore a Retirement Move
A high cost of living can become a bigger concern in retirement, when you may need to stretch a fixed income or depend solely on your savings for several decades.
Financial Plan Adjustments During a Forced Retirement
The Money Talks” hosts provide planning advice for a couple where COVID-19 layoffs forced one spouse into early retirement. While they can make it work on one salary, they have realized her retirement might last 30 years.
Could You Be Responsible for Your Parents’ Nursing Home Bills?
There are 26 states where laws generally hold children financially responsible for certain debts of their parents.
Medicaid May Pay You as a Family Caregiver
Many states’ Medicaid programs allow you to hire relatives or friends to provide needed assistance. In certain cases, Medicaid may pay for their services.