Should you roll your 401(k) into an IRA?
Some retiring workers roll their 401(k) tax-deferred savings account into an Individual Retirement Account (IRA). There are good reasons to do so. But for those who are not retiring, the decision is not so clear cut. Here are some pros and cons to ponder.
By Bill Schmick
December 14, 2017
Pet trusts are the way to go
If you have been avoiding a visit to an estate planning lawyer, despite the pleading of your spouse, your kids or grandkids, consider this: your pet’s future well-being could be in jeopardy without a legal safeguard.
By Bill Schmick
March 2, 2017
What happens to your pet after your death?
If you are one of the 70% of the population that considers their pet a member of the family, you should review your estate planning documents. Otherwise, there is a good chance your pet will either end up in the pound, or worse.
By Bill Schmick
February 23, 2017
Medicare, why you need more than Part A and B
Medicare costs jumped 3.4% last year. Drug prices gained a whopping 11%. Medicare parts A&B does not cover prescriptions and the gap between what it does cover and your out of pocket expenses could break you. Last week, while walking Titus, our Chocolate Lab, I bumped into a fellow dog walker. I’ll call him Abe….
By Bill Schmick
February 9, 2017
All you need to know about Medicare
More of us are signing up for Medicare every day. And like social security, there are plenty of unanswered questions for those of us who are beginning the process. There are plenty of places to seek answers, but how to separate facts from sales pitches from health insurance brokers is part of the problem. Here…
By Bill Schmick
February 2, 2017
Dementia and your portfolio
As more Baby Boomers reach retirement age, few elderly investors are willing to discuss a growing risk to their portfolio. The onset of diminished mental capacity can cause huge losses in your life savings. Many only realize the problem in hindsight. Don’t let that happen to you.
By Bill Schmick
September 29, 2016
