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Inherited Real Estate? Do You Really Want It?

Posted by Nina Whitehurst | Mar 15, 2019 | 0 Comments

You may not want the real estate. However, there are numerous options. Sometimes people inherit real estate, but they don't really want it. That is when you should become educated in your responsibilities and rights, according to AOL in “What to do when you inherit real estate that you don't w...

A Fiduciary Has Considerable Responsibilities

Posted by Nina Whitehurst | Feb 14, 2019 | 0 Comments

It sounds financial but it isn't. It is all about the person's behavior in the relationship. A fiduciary relationship is a legal relationship that includes responsibilities that can be enforced and it is important to look closely at it, according to the Denton Record-Chronicle...

Keeping New Year’s Resolutions Can Be a Challenge

Posted by Nina Whitehurst | Jan 18, 2019 | 0 Comments

Life can get in the way of you meeting your goals. However, embracing some tactics can be helpful. Making resolutions to accomplish certain goals is never an easy task and New Year's resolutions are no different. Financial goals are often on the list of resolutions and there are some secrets...

What Is the Best Formula for Your Retirement?

Posted by Nina Whitehurst | Jan 08, 2019 | 0 Comments

It wouldn't be a lot of fun to run out of money. What is the number one concern about retirement? Running out of cash is the answer. However, there are steps that can be taken to reduce the chances, according to the AARP Bulletin's article “4 Steps to Make Your Money Last a Lifetime.”

Planning Retirement? Consider All Your Options

Posted by Nina Whitehurst | Dec 18, 2018 | 0 Comments

Thinking of traveling after years of work? Plan for it and save for it. When it comes to planning for your retirement, consider the possibilities that await you. However, you should also consider the fact you will most likely be living on a fixed budget and costs become crucial, according to...

Only One of You Involved in the Finances?

Posted by Nina Whitehurst | Dec 06, 2018 | 0 Comments

There are ways to make both members of the couple knowledgeable about finances. There can be a high cost to the surviving member of a couple, if the member who passed away was the person who handled all of the household finances, according to The Wall Street Journal...

Retirement for Boomers Will Require Adjustments

Posted by Nina Whitehurst | Nov 22, 2018 | 0 Comments

Boomers may well redefine the retirement stage of life. Boomers, who may well have worked their entire lives, are likely to find themselves having to make adjustments for retirement by remaining on the job past the age of 65 and/or finding they need to reduce their standard of living, accord...

HSA Accounts are a Fine Retirement Option

Posted by Nina Whitehurst | Oct 22, 2018 | 0 Comments

Many Americans don't know about them or fail to use them, despite the advantages. Even though health saving accounts (HSA) are an excellent retirement tool, many people still don't know about them or take advantage of them, according to CBS Moneywatch...

Prepared for Retirement? Maybe, Maybe Not

Posted by Nina Whitehurst | Aug 27, 2018 | 0 Comments

Most people seek confirmation that they have accumulated enough for the remainder of their years. You can put a lot of effort into saving for retirement and still have questions.  However, it is important to know that the success of your plan will often be your income to expense ratio...

Ready to Retire? Watch for Hidden Fees

Posted by Nina Whitehurst | Aug 16, 2018 | 0 Comments

Fees can drain your accounts, so watch them carefully. You have saved for many, many years and are now ready for retirement. You need to accomplish  many tasks as you get ready to leave your job but one of the most important things to watch for as you go over your accounts is hidden fees, ac...

Women Live Longer but Often Save Less

Posted by Nina Whitehurst | Aug 10, 2018 | 0 Comments

Expected lifespan should be taken into consideration in savings plan. Woman face a challenge in the U.S. This is because they have a longer lifespan than men but statistically make less money to be used for saving, according to The Motley Fool...

Depending on Inheritance for Retirement?

Posted by Nina Whitehurst | Jul 25, 2018 | 0 Comments

New study on expectations of wealthy young people is disturbing. A large percentage of affluent 18-22 year-olds are expecting that their retirements will be funded by the inheritances they expect to receive, according to a recent survey. This could mean they are spending all their own money ...

Money Manager Sued over Presley Trust

Posted by Nina Whitehurst | Jul 19, 2018 | 0 Comments

Assets may have been wasted in $100 million trust fund. When Elvis Presley passed away, his assets were left in trust for the benefit of his daughter, Lisa Marie Presley. She is claiming in a lawsuit that the trust fund is depleted and she blames her former money manager, according to the Daily Mail...

Planning for Retirement Takes Knowledge

Posted by Nina Whitehurst | Jun 27, 2018 | 0 Comments

You don't just have to save money, you must save money wisely. Because it takes a long time to save for retirement and investments must be chosen wisely, researchers looked into the saving habits of people in the U.S. and 15 other countries. The results were not encouraging...

Avoid Making Mistakes with Life Insurance

Posted by Nina Whitehurst | Jun 26, 2018 | 0 Comments

Estate plans often benefit from the use of life insurance.  However, it should be approached cautiously. Life insurance is a possible solution to supplying ready cash during probate or if you don't have sufficient assets. However, mistakes can be made in the process, according to Wealth Management...

The Wasting of an Inheritance Can Be Prevented

Posted by Nina Whitehurst | Jun 20, 2018 | 0 Comments

An inheritance can be wasted in many ways, including avoiding work and making bad investments. There are many possible scenarios that could lead to a wasted inheritance. Fears that this will happen appear to be on the rise, because in the next few decades the largest transfer of wealth from ...

Beneficiary Designations Can Be a Challenge

Posted by Nina Whitehurst | May 16, 2018 | 0 Comments

The use of of beneficiary designations is gaining in popularity.  However, problems can develop. Beneficiary designation forms can be an easy way to quickly distribute many financial assets to heirs.  However, complications may lurk behind the apparent simplicity, according to Wealth Management...

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