Special needs planning For the family of a child with special needs, it is necessary to implement a comprehensive estate plan because there will be several unique circumstances along with many decisions that may affect that child’s quality of life. Whether a family has substantial means or few assets, a child or adult with special […]
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This is a time of great change and economic uncertainty in America. With the stock market taking us on a loop-deloop rollercoaster ride, two polar opposite economic philosophies fighting it out in the Halls of Congress, and the passage of huge, high-impact healthcare legislation with consequences that will not be understood clearly for years, the […]
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Dick couldn’t wait to retire. He studied his projected retirement benefits from his 401(k) plan, ran a couple of “what-if” scenarios on what he could count on from other assets, and checked with Social Security to determine what he could expect in terms of his monthly check. He and his wife put their house in […]
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Paying College Expenses for Your Grandchild? Here are some important things you should know. Grandparents have been helping their grandchildren obtain a college education for decades. There are numerous ways in which that can be achieved. The following are a few things grandparents in the Carmel Valley community should keep in mind as they contemplate […]
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A recent survey suggests that many couples are not communicating clearly about retirement goals and strategies, even as they approach retirement age. The couples surveyed were at least 46 years old with a minimum annual household income of $75,000 or at least $100,000 in investable assets.1 Only 41% said they handle decisions on retirement savings […]
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