Retirement Planning

New Article Discussing Medicaid Enrollment and Wealth Transfers

On June 11, 2024, the Gerontologist published an article on Medicaid enrollment and Intergenerational transfers of wealth among older adults.…

4 weeks ago

Re-Post on the State of U.S. Government finances from David E. Hultstrom

The following is a re-post of David E. Hultstrom's Financial Foundations April 2024. You can reach Mr. Hultstrom at  770-517-8160.…

4 months ago

Predict the Markets

We've posted some of David Hultstrom's thoughts before and here we go again since he says "Feel free to pass…

8 months ago

Warren Buffett Estate Planning Advice

Warren Buffett The following video clips are from Berkshire Hathaway Annual Meetings where Warren Buffett fielded questions regarding estate planning:…

10 months ago

Sometimes You Must Say No

Sometimes you just have to say No "No" isn't a four-letter word. Saying "no" isn't necessarily bad and you shouldn't…

10 months ago

Control: Why People Do What They Do

Some people want to control others. This reminds me of the Bible story in Genesis 27 where Jacob stole Esau's…

10 months ago

Fear: Why People Do What They Do

Fear is a powerful motivator. The Bible tells us to fear not. Stonewall Jackson (and others) are attributed as having…

10 months ago

Why People Do What They Do?: Honoring Traditions

Tradition can be a powerful motivator. Traditions can be like laws, meaning the group following them will not accept any…

10 months ago

Why People Do What They Do?: A Desire for Certainty

This is the first in a series of posts exploring why people do what they do. In this post, we're…

10 months ago

Thoughts on Advance Planning with Inherited IRAs

If you're concerned about protecting your resources, here are a few thoughts on how to protect Inherited IRAs. First, define…

1 year ago