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How Do I Save as I am Nearing Retirement?

POSTED ON: January 30, 2020 BY: Kyle Krull
Nearing retirement requires different savings strategies. You are nearing retirement. Perhaps you started saving early in your career. Maybe you waited to begin saving. Either way, making wise choices right now before you retire is important. According to a recent Investopedia article titled “Top Retirement Savings Tips for 55-to-64-Year-Olds,” there are several ways you can […]
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What Financial Planning Should I Prioritize this Year?

POSTED ON: January 29, 2020 BY: Kyle Krull
Financial planning should be a priority in 2020. Money is an important part of daily life. You need to for food, bills, and other expenses. As we say around the Krull household: "A dollar bill passes between many hands every day." It is also important for future expenses. A recent Investor Business Daily article “Your […]
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What Are the Most Common Estate Planning Mistakes?

POSTED ON: January 28, 2020 BY: Kyle Krull
Estate planning mistakes are easy to make. Many people think estate planning is simple. You just write out who you want to get your stuff. Seems easy. Right? According to a recent Comstock Magazine article titled “Five Mistakes to Avoid When Planning Your Estate,” estate planning is more complicated than many may realize. When people […]
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How Do I Prepare for the Death of a Spouse?

POSTED ON: January 27, 2020 BY: Kyle Krull
The death of a spouse is tragic event. When you get married you imagine a “happily ever after” story. You think about rearing a family together and growing old together. No one imagines losing his or her spouse. According to a recent Next Avenue article titled “Preparing for the Unexpected Death of a Spouse,” an […]
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Why Do Unmarried Couples Need Estate Planning?

POSTED ON: January 24, 2020 BY: Kyle Krull
Unmarried couples need to prioritize estate planning. You have found someone you love. You have moved in together. Neither of you wants to get married. And it seems this practice is becoming more common. From 2007 to 2016, the number of cohabiting couples increased from 14 million to 18 million. According to a recent CNBC […]
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How Do I Prepare for Retirement This Year?

POSTED ON: January 23, 2020 BY: Kyle Krull
Retirement is around the corner. If you are a baby boomer, you are likely in or nearing retirement. In fact, you may be retiring this year. And, you are in good company. Did you know that 10,000 baby boomers turn age 65 ... every day? Yikes! There is a lot to look forward to in […]
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How Do Scammers Target Veterans?

POSTED ON: January 22, 2020 BY: Kyle Krull
Veterans are targets of scams. If you or your loved one has served in the military, you understand the meaning of sacrifice. The freedoms our nation enjoys are protected and preserved because of the brave men and women of our armed forces. Unfortunately, our soldiers face enemies on the home front as well. According to […]
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Celebrities Make Estate Planning Mistakes?

POSTED ON: January 21, 2020 BY: Kyle Krull
Yes, Virginia, even celebrities can make huge estate planning mistakes. America is a celebrity culture. Some people want to be famous. Others simply have a favorite celebrity. Many people attempt to emulate these public figures. According to a recent Florida Today articles titled “Lessons in estate planning from the rich and famous,” following the example […]
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What Drugs are Connected to Dementia?

POSTED ON: January 20, 2020 BY: Kyle Krull
Dementia has been linked to certain medications. We have all seen drug commercials. These ads depict (apparently), healthy, happy humans smiling with their loved ones while engaged in a wide variety of fun activities together. But, as they say, wait for it. For what? For the inevitable laundry list of potential risks and side effects […]
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What Should I Know about Reverse Mortgages?

POSTED ON: January 17, 2020 BY: Kyle Krull
Reverse mortgages can be complicated. As as senior, you needed money. You did not qualify for a home equity line of credit or a reverse mortgage. You turned to a reverse mortgage to satisfy this need. According to a recent nj.com article titled “Can we undo a reverse mortgage to keep the home?,” many people […]
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