by oakcrestuser | Oct 1, 2021 | Business Planning, Education Planning, Estate Planning, Investing, Personal Finance, Retirement Planning, Tax Planning, Working with a Financial Advisor
Findings suggest that these relationships can make a difference for investors. What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempted to answer that question. Vanguard’s...
by cambridgesourcesites | Jul 23, 2021 | Estate Planning, Insurance, Investing, Personal Finance, Retirement Planning
“If you could turn a million dollar estate tax liability into a $2 million gift to charity (or a $100,000 capital gain tax liability into a $250,000 gift to charity), who would you give that money to and what would you have them do with it?” Or, “If you could really...
by cambridgesourcesites | Jul 20, 2021 | Estate Planning, Personal Finance, Retirement Planning, Uncategorized
Follow these steps to find out. How much money do you need to comfortably retire? $1 million? $2 million? More? The most common rule of thumb is that the average person will need approximately 80% of their pre-retirement income to sustain the same lifestyle after they...
by cambridgesourcesites | Jul 16, 2021 | Estate Planning, Personal Finance
Single people without kids often think they will live forever. Are you single with no kids and approaching retirement? If so, you probably have not given much thought to estate planning. You may have been busy building your career, socking away money and enjoying your...
by cambridgesourcesites | Jun 25, 2021 | Economic Concepts, Education Planning, Estate Planning, Investing, Personal Finance
My family and I get joy from the memories I’ve put down As I approached 50, I promised myself I would chronicle my personal family history exclusively for our children, Michael and Caroline. By then, both were already teenagers. How hard could that be?, I asked...
by oakcrestuser | May 28, 2021 | Estate Planning, Investing, Personal Finance
To get the most out of your retirement, you have to make the most out of your savings. Here are three steps to take as you head toward retirement. For decades, you (hopefully) set aside money for retirement, invested it and watched it grow while dreaming of the day...
