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Category Archives: Post-Retirement Planning

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Beneficiary Issues

Most of your assets will never pass on through your will (assuming you have one).  IRA’s, 401k’s, life insurance and annuities all have direct beneficiaries that were recorded when you first signed up for them.  For many of those assets, that information may be outdated.


Create Your Own Private Retirement Pension

I imagine that most people reading this will end up never spending the principal of their retirement nest egg for fear of running out of money.  At some age, well into those retirement years, you will realize you are too darn old (you have everything


Illinois and Greece, Two of a Kind?

Illinois is Similar to Greece – Broke Illinois is like Greece in one obvious way: It over promised and under delivered on pensions and has little appetite for dealing with the problem. Illinois, with a population of 13 million (Greece has 11 million, though a

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Have You Had “The Talk”?

“The Talk” I’m not referring to “the talk” with your teenage children about sex, but rather the “parent and adult children talk” about the parent’s estate plan. Have you had this conversation? Most people have not. My sister Lori is coming to town this weekend

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Tragedy in Our Community

This past week we have experienced a tragedy in our neighborhood and the Elmhurst community. On August 30th we lost the lives of four beautiful individuals; Frank Stack (82), Joan Stack (82), Mary Stack (57) and Frank Stack Jr. (48). Newspaper story.  The true question