by David Edwards | Jul 16, 2014 | Elder Care Advising, Estate Planning
Many people plan for retirement, but there are expensive surprises that can crop up around healthcare and derail your plans. Read on for 3 surprises about retirement that can cost you lots of money. 3 Myths About Retirement That Will Cost You Money 1. You’ll... 
by David Edwards | Dec 5, 2025 | Estate Planning
Here’s a practical, step-by-step checklist to organize your estate planning for your family’s peace of mind. It covers essentials like updating wills, sharing digital access, while also preparing you for “what ifs.” And, as our gift to you, find a link below to... by David Edwards | Apr 5, 2016 | Elder Care Advising, Estate Planning
One of our clients had a question a while back: Can a retired person keep contributing to an IRA? Take a moment and learn about the logistics of contributing to an IRA after retirement. Can a retired person keep contributing to an IRA? There are many types of... 
by David Edwards | Apr 7, 2015 | Elder Care Advising, Estate Planning
When it comes to your IRA, there are some planning traps you need to look out for… Here are 7 IRA planning problems to consider: 1. Incorrect beneficiaries – This is very basic, but often overlooked. Confirm that the beneficiaries are set up correctly. If... by David Edwards | Mar 17, 2015 | Elder Care Advising, Estate Planning
There are 4 stages in the lifecycle of your IRA, and each one gets progressively more complicated. The last stage is “What happens when I’m gone?” Here is what you need to know about each stage leading up to the last: Before age 59 1/2, you are...