by Joe Clark | Feb 27, 2020 | Legacy Planning, Tax Planning
Inheriting an IRA is rarely fun. One reason, it means you lost a person who thought enough of you to be a beneficiary. Another, they can also be very confusing. The new tax changes added to the complexity. There are essentially three types of beneficiaries. You can...
by Joe Clark | Oct 24, 2019 | Blog, Investments, Legacy Planning, Life Happens
How often have you sat in the doctor’s office with an ailment that you don’t mention? Going to the doctor and not telling the truth is not only counterproductive but can be quite dangerous. The same is true with your financial advisor — many aspects of the financial...
by Joe Clark | Jun 21, 2019 | Legacy Planning, Your Life After Work
One of the most important messages we strive to convey to families is that retirement planning is an ongoing journey and not a one-time event. Successful retirement journeys demand a roadmap, complete with milestone markers for predictable occurrences along life’s...
by Joe Clark | May 9, 2019 | Legacy Planning
Some say telling only part of the story is a little white lie while others find it to be standard protocol. This article is the second installment in a four-part series of things you will wish you told your financial advisor. Point: little white lies lead to financial...
