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Posts Tagged ‘family member’
May 7th, 2009
(Steven Zeller) - Life, and the joy of life, is stored in our memories, hopefully, until our last day on earth.
The memories, great experiences and lessons of our past, we are so fond of and, within
us, carry deep meaning and relevance. Many times, it would be to our wishes that we
shared these things with our loved ones well into the future. The wonderful times we
shared with our family members and our friends, the things we learned and the things and
values that we so dearly hold, we would like to pass onto future generations.
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Tags: cherished thoughts, emotional challenge, ethical wills, exercise, experiences, family member, family members, future generations, great memories, health, heart, joy of life, last day on earth, material things, money, mortality, proud traditions, relevance, tradition, wonderful memories
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| Posted in Personal Finance, Strategies |
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September 15th, 2008
(Money Manager) - Some of us are planners and some of us are not. The phrase "make a plan" can make some us run for cover. At some point in our lives we will all need to make plans and provisions for our loved ones we will leave behind. Estate Planning is a critical tool to ensure our loved ones are taken care of once we are gone by making sure that our estate is disposed of in the manner we desire it to be.
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Tags: agency principal, avoiding probate, beneficiaries, beneficiary designations, critical tool, elements, family member, guardians, insurance, legal decisions, life insurance policies, maximum benefit, medical power of attorney, phrase, planners, power of attorney, probate court, provisions, relationship
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| Posted in Money Manager 101, Personal Finance |
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September 5th, 2008
(Money Manager) - A 529 Plan is a way to save for college that provides special tax advantages not available through regular savings. These plans are named after Section 529 of the Internal Revenue Code which governs them.
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Tags: 529 college savings, 529 plans, article deals, brokerage firm, clarification, college savings plan, educational institutions, family member, federal tax, internal revenue code, money, parents, participation requirements, private investment firm, section 529, tuition and fees, tuition credits, tuition plan, tuition plans, variation
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| Posted in Money Manager 101, Personal Finance |
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