Archive | Estate Planning RSS feed for this section
per stirpes

How to accidentally disinherit your kids

I help a lot of clients with their retirement planning and anytime I come across a situation that I think we can all learn from I like to change the names to protect the innocent and then write about it here at Intentional Retirement. Today’s installment is brought to you by the phrase “Per Stirpes.”  […]

retirement rules

7 retirement resolutions for 2013

Well, another year is in the history books.  Where does the time go?  It seems like just yesterday that I was singing along to Prince’s “Party Like It’s 1999” and worrying that my coffee machine was going to be a victim of Y2K and here we are a “Baker’s Decade” into the new millennium.  As […]

Retirement fire drill

If you spend a good portion of your day in a building like an office or a school, chances are good that you’ve participated in a fire drill.  Those faux escapes give everyone a chance to practice evacuating the building and give those in charge an opportunity to identify and fix any potential problems. If […]

prevent dementia

How aging affects your financial decision making

As we age, our brains don’t work as well as they used to.  This is particularly true when it comes to making financial decisions. A recent study by the Texas Tech Financial Literacy Assessment project showed that our ability to understand financial concepts and make good decisions based on that information peaks in our 50s. […]

5 key relationships for people over 50

“Plans fail for lack of counsel, but with many advisers they succeed.”  ~Proverbs 15:22 As you approach retirement, there are five people who can make a big difference when it comes to your health, financial security, and overall quality of life.  They are: 1. Your doctor Getting old is inevitable, but aging doesn’t automatically need […]