Tag Archives: retirement plans

How Will You Spend Your Retirement Savings?

Have You Saved Enough news headline with coin jar and assorted economic newspaper headlines -- retirement concept

Keep an eye on where it goes, as some destinations may be better than others.

Provided by Reeve Conover – Conover Consulting

You can probably envision how most of your retirement money will be spent. Much of it will be used on living expenses, health care expenses, and, perhaps, debt reduction. Beyond the basics, you will unquestionably reserve some of those dollars for grand adventures and great experiences. If your financial situation permits, you may also contribute to charity.

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Combining Your Finances When You Marry

Just Married cloud word with a blue sky

How separate (or intertwined) should your financial lives be?

Provided by Reeve Conover – Conover Consulting

Some spouses share everything with each other – including the smallest details of their personal finances. Other spouses decide to keep some individual financial decisions and details to themselves, and their relationship is just fine.

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When Someone Dies Without a Will

Last will and testament

Where do things proceed from that point?

Provided by Reeve Conover – Conover Consulting

Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates.

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Key Estate Planning Mistakes to Avoid

reading glasses on estate planning worksheet

Too many people make these common errors.

Provided by Reeve Conover – Conover Consulting

Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error, several other major mistakes can occur. The following blunders can lead to major problems.

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Using an IRA Trust

trust being broken down into alma mater children grand children spouse

What is it? What kind of benefit could it provide?

Provided by Reeve Conover, Conover Consulting

Seemingly everyone has heard of an IRA, but few people know about IRA trusts. Perhaps more people should, for an IRA trust may provide a way to “stretch” IRA assets for decades to benefit multiple generations.

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Reeve Conover is a Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker/dealer member FINRA/SPIC. Cambriudge and Conover Consulting are not affiliated. Licensed in SC, NC, NY, CT, NJ, and CA.
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