4 Estate Planning Myths that Refuse to Die

 

 

 

 

 

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Rochester, MI 48307

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May 8, 2019
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Financial planning when a family member has special needs
Financial planning is daunting enough, but it becomes more complicated and critical when you have a child or family member with special needs. If you don’t leave any money or support in place, their fate may be left up to the …
USA Today

If Your Retirement Plan Doesn’t Include These 3 Things, Make a New One
Planning for retirement is complicated because there’s so much guesswork involved. It’s easy to get overwhelmed trying to estimate …
Fox Business
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4 Estate Planning Myths that Refuse to Die
Estate planning remains one of the most misunderstood areas of planning. Over the years, I’ve met with people who “only needed a financial …
Forbes

From a new home to medical care, here are some important savings goals
If you are trying to save money, it helps to have a goal. Whether it is for retirement, starting a business or paying for an education …
CNBC
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Changing jobs? Here are 5 financial to-dos to smooth the way
Leaving your job can mean making some big life changes. It’s important that you’re prepared so those changes don’t cause you to experience …
USA Today

Health Savings Account Benefits You Need to Know About
Ask the average senior what the most stressful aspect of retirement is, and chances are the answer will boil down to healthcare. According …
Fox Business
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4 Ways to Share Your Money Smarts with Kids
Every day presents lots of opportunities to teach children about spending, saving and investing, and it’s not as hard as it sounds …
Kiplinger

IRA Contribution Limits in 2019
For the first time since 2013, the individual retirement account (IRA) contribution maximums have been increased, by $500 to be exact …
Investopedia
Cartoon
“Stocks plummeted today to a near-record low because that’s what stocks do sometimes.”
Copyright © Randy Glasbergen

Victory in Europe Day

What Year

Great Britain and the United States celebrate Victory in Europe Day. Cities in both nations put out flags and banners, rejoicing in the defeat of the Nazi war machine.
The day was May 8. What year was it?
Quote of the Week
“I’m a great believer in luck, and I find the harder I work the more I have of it.”
Thomas Jefferson
Trivia
Who is pictured on the 1934 series $500 bill?See the answer below.

F. Baker Advisors
134 W University Dr
Suite 203A
Rochester, MI 48307
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Trivia Answer
Who is pictured on the 1934 series $500 bill?
Answer: William McKinley

 

 

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