One of the most overlooked aspects of retirement and estate planning is keeping your retirement account beneficiaries up to date. A beneficiary designation often overrides your will, making it essential to review your accounts after major life events such as marriage,...
Many people struggle every time they open their mail or email. They ask themselves, “Is this important? Do I need this? Should I keep it? Should I throw it away?” Somewhere between the paper squirrel, who saves everything “just in case,” and the purger, who tosses...
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Choosing the right senior care facility is one of the most important financial and healthcare decisions a family can make. Whether you are planning ahead for your own retirement or helping an aging parent, understanding your long-term care options can make the...
Avoid Costly IRA Mistakes with Smart Retirement Tax Planning Individual Retirement Accounts (IRAs) remain one of the most effective ways to build long-term retirement wealth while reducing taxes. However, the IRS has strict rules governing IRA contributions, Roth IRA...
Financial Know How for Women. Today, you need a plan to call your own. For many women, financial independence is their No.1 concern. But what steps can you take to achieve this throughout your life? Here are a few key action items to help increase financial confidence:...
Rebekah J. Fero, CFP®, AIF®
