The Gift of Education: How Grandparents Can Help Fund College
Many of our clients list education as a priority for their family, and most have plans to help their children and even grandchildren pay for college. In this article we…
Entries by Lia Bertelson
Boost Your Retirement: Why Most Should Delay Social Security
One question that we are asked pretty often is whether it makes sense to delay Social Security, claim on time, or claim early. This can be a complex question, depending…
Smart Charitable Giving for Every Family
Many of our clients have a desire to share their resources by supporting charitable organizations or faith-based organizations. There are several ways to make your charitable contributions even more tax-efficient.
Navigating the Annual Gift Limit: What You Need To Know
Many families we work with inquire about the annual gift limit, how it operates, and the implications of exceeding it. This is a common and important question, and sometimes the…
Estate Planning Basics for Retirees
Estate planning isn’t just for the ultra-wealthy. It’s about keeping control, minimizing hassle, and making things easier for your loved ones. The goal of this post is to help you…
Long-Term Care Planning
When it comes to retirement planning, there are three major risks to address: Longevity risk (outliving your money) Market risk (investments underperforming) Spending shocks (unexpected large expenses) Long-term care is
Healthcare in Retirement
Retirement planning is not just about income and investments. It is also about protecting yourself from health-related expenses that could derail your plan. In my last post, I covered the…
Insurance Planning for Retirement
Retirement isn’t the end of your insurance needs. The needs simply shift. While you’re working, insurance protects your income. It steps in if you become disabled or die before reaching…
When & How to Claim Social Security
You’ve built a plan, started investing in the right accounts, and chosen a mix of low-cost, globally diversified investments. Now it’s time to talk about one of the most important…
What Should I Actually Invest In?
Continuing our series on retirement planning, we’ve already covered why retirement planning should begin with a vision – not just a number. Once you’ve clarified your goals and lifestyle in…
