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 13, 2021 | Investing, Personal Finance, Retirement Planning
It’s easy to get caught up in the day-to-day challenges of a burgeoning career, friends and family life, but your 30s are the perfect time to get your finances running smoothly. For those in your 30s, the time to secure your financial future is now. To ensure you can...
by cambridgesourcesites | Jul 6, 2021 | Personal Finance, Retirement Planning
The Covid pandemic has made it worse. When it comes to retirement planning, women are saving less than men. The coronavirus pandemic is only making it worse. Nearly three-fourths, or 72%, of women with investable assets of $100,000 or more said the crisis...
by cambridgesourcesites | Jun 18, 2021 | Investing, Personal Finance, Retirement Planning
When family members know your care preferences, they can make better decisions on your behalf Lisa Cassaro and her husband were in their 40s, living in Orcutt, Calif., when they learned about advance care planning in the most difficult way possible. Jeff Cassaro had...
by cambridgesourcesites | Jun 15, 2021 | Investing, Personal Finance, Retirement Planning, Uncategorized
The number of seniors who are single and childless is growing. This group needs to be purposeful as they think about their health and finances and fostering companionship as they retire. Click here to read full article: 4 Steps to a Happy Single Retirement CFP®...
