by Sean Dailey | Apr 19, 2016 | Trust and Estate
Why is estate planning important for retirees? How can you best prepare for a meeting with an estate planner? How does estate planning benefit retirees in the short and long term? To learn more about estate planning, we interviewed Marilyn S. Yee, an attorney in... by Sean Dailey | Apr 19, 2016 | Financial Planning, Investment Planning, Retirement Planning
An IRA account can be very flexible in addressing your retirement income needs. Many types of accounts have high fees for modifying your money before it matures and can have heavy restrictions on how you can use it, which can be frustrating for something sudden like a... by Sean Dailey | Apr 19, 2016 | Financial Planning, Retirement Planning
A common retirement question we often hear is, “should I contribute the maximum in my 401(k) account?” You might already know that the current annual limit for your 401(k) is $18,000 (or $24,000 if you’re 50 or older). And no doubt you are taking advantage of... by Sean Dailey | Apr 19, 2016 | Retirement Planning
Retirement. All those years and preparation and you can finally relax. But after a few weeks, you realize that spending Monday through Friday at the office took up a lot of your time, and now you need a new way to fulfill yourself. Don’t fret! This is the point in... by Sean Dailey | Mar 23, 2016 | Retirement Planning
The natural question in retirement planning that you want to ask is, “How much is enough?” Especially here in Orange County. How can you ensure that you have put enough away to safely retire in the place that you love to live? The answer depends on a lot of factors,...
