Early this month I turned 43. Not a very exciting age, but I’m certainly thankful for good health and another year of life! There are plenty of other ages that from a financial planning point of view are worth attention. Below I’ve put together a list of some of the key ages and the opportunities…
The Biltmore Estate in Asheville, North Carolina is America’s Largest Home and was first opened to family and friends on Christmas Eve, 1895. Sitting on 8,000 acres, the Biltmore House has 175,000 square feet (or 4 acres of floor space), and 250 rooms with 35 bedrooms, 43 bathrooms, and 65 fireplaces. Around the home is…
Periodically, I will see articles highlighting what a great opportunity the holidays are for discussing your estate plan. The idea is that with all the family together, let’s be on the same page about mom and dad’s wishes. I imagine someone passing the mashed potatoes and being asked if they would be willing to serve…
In retirement, you have your normal, everyday expenses, but in some years, you will buy a new car or update your kitchen or be a really generous grandparent. From where will this extra money come? Retirement portfolios are typically made up of a mix of different assets that are all taxed differently when withdrawn. With…
Social Security is a significant portion of many retirement income plans. The program does much more than pay a benefit to retirees. Below are some of the aspects of the plan that are commonly misunderstood: To make the most of your Social Security benefits and understand how they apply to your unique situation, it’s wise…
An article a couple of years back stated too much time on our hands may be as bad as too little. When we are in the throes of working or raising families, we don’t often question our purpose and imagine that a few extra hours each week would be just what we need. Research has shown…