Robert D. Cavanaugh, CLU is a 36 year financial and estate planning verteran. The Estate Preservation Advisor provides financial planning information to seniors and those approaching retirement.
Are you a senior with an under-performing asset and a desire to benefit your favorite cause? Take a look at a simple planning option that could significantly boost your income and give you a warm feeling in your heart.
Know you need long term care but can’t afford it? If you think with me outside the box, you will find that there are ways to pay for long term care without taking the premiums out of your budget.
Are you guilty of advancing excuses for not addressing your potential long term care needs? If so, see how five common ones stand up in the real world.
Many seniors have long term care policies that pay only for a couple of years. Here is how to extend the coverage for life without premiums coming out of pocket.
Are you searching for another income tax deduction and wonder whether you qualify for an IRA? If so, here are the new contribution rules--some brand new as the result of the Pension Protection Act of 2006.
Your IRA may represent the bulk of your estate. Care must be taken to assure that your wishes for the distribution at your death follow the rules. Here are the rules and several common mistakes to avoid.
Your IRA could be one of your biggest assets. Do you know the IRA distribution rules at death? Do you have your IRA set up so your desires match the rules? Here’s a quick primer that could help you avert costly mistakes.
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