Posts Tagged
‘retirement planning’

2021 4th Quarter Market Commentary

2021 4th Quarter Market Commentary

Because I’m writing for a newly expanded readership, many of whom have never before seen our commentaries, I’m going to take a somewhat different approach in this issue. It is always advantageous to know the biases of a writer and, ideally, to know what he/she has identified previously as the factors likely to influence markets [...]

January 25, 2022

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by: Tom Feeney

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Categories: Investment Thinking, Markets & Economy, Quarterly Commentary, Stock & Bond Markets

Can I Stay In My House If Someone Else Is Trustee?

Can I Stay In My House If Someone Else Is Trustee?

Individuals searching for a corporate trustee often wonder what happens to homes after incapacity or death. As a trust officer, I understand your concerns about who will care for your home if you can’t. The most common concerns are: 1) aging in place in my home; 2) selling my home after incapacity or death; and, [...]

October 12, 2020

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by: Leah Geistfeld

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Categories: Aging, Caring for Your Parents, Estate Planning, Life Planning, Retirement Life, Retirement Planning

New Rules for IRAs: The SECURE Act Changes Options for IRA Beneficiaries and More

New Rules for IRAs: The SECURE Act Changes Options for IRA Beneficiaries and More

Did you spend your career socking away money in a Traditional IRA or roll your 401k over into a Traditional IRA after you retired? A Traditional IRA is one of the most common ways that our clients save for retirement. On December 19, 2019, Congress passed the Setting Every Community Up for Retirement Enhancement Act [...]

March 3, 2020

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by: Leah Geistfeld

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Categories: Estate Planning, Life Planning, Retirement Planning

Why Select A Corporate Trustee?

Why Select A Corporate Trustee?

Naming a family member or friend as your trustee may be the simplest choice, but it may not always be the best choice. Before you decide who will protect your assets—family member, friend, financial advisor or a professional trustee—consider these questions and answers carefully. Can the person devote the necessary time and attention to your [...]

June 21, 2019

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by: Christina Noz

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Categories: Estate Planning, Retirement Life, Retirement Planning

What Boomers Should Do About All Their Stuff

What Boomers Should Do About All Their Stuff

Last year, E*Connect featured a story that went viral at the NextAvenue.org site:  “Sorry, Nobody Wants Your Parents Stuff.”  The writer returns with suggestions for Boomers about how they can deal with their stuff using a legacy-based approach.  Some of us at Mission are working on this, too! NextAvenue.org

June 21, 2019

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by: admin

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Categories: Aging, Life Planning, Retirement Life

Getting Out Ahead of Dementia

Getting Out Ahead of Dementia

I'll Be Me (2014) is the touching documentary about legendary singer/songwriter Glen Campbell and his experience with the onset of Alzheimer’s disease. One of the great positive messages in Glen Campbell’s story is how his family and friends helped him get out ahead of his Alzheimer’s diagnosis. Doing so made everyone’s experience with the situation [...]

May 21, 2018

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by: Susan Ernsky

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Categories: Aging, Life Planning, Retirement Life

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