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Category Archives: Retirement

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Happy Mothers’ Day!

RetirementBy Susan GrahamMay 6, 2024

Why should you look at your Estate Plan every spring? Susan Graham explains in this video.

Living Past Your “Past Due Date”

Aging, Estate Planning, RetirementBy Susan GrahamFebruary 28, 2023

Do you know the difference between “life expectancy” and “longevity”?  Why does this matter?  No one wants to run out of money before they die.

Retirement Account Tax Traps

RetirementBy Susan GrahamOctober 29, 2022

Did you know there are tax traps that exist with retirement accounts and beneficiary designations?

Small Estate Affidavit

RetirementBy Susan GrahamJuly 18, 2022

What is a Small Estate Affidavit? When is it Needed After Someone Dies?

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