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What’s Your Ideal Retirement Age?

Like many baby boomers, you’ve probably been told by more than one person what your ideal retirement age should be – there are even policies that dictate when you should retire!  Since the average retirement age is 65, many baby boomers like yourself believe that’s when the career should be hung up and life as [...]

The Need for a Comprehensive Plan

I was thinking about the real estate investment that I mentioned last time, and that made me wonder if you had really thought through how you hold your estate and its organization. Real estate is often held as “joint tenant with right of survivorship”, which gets around probate but can have disadvantages in other ways. [...]