when should i retire

62, 67, 70: When Will You Retire?

The financial considerations of retiring “earlier” or “later” If you can retire by choice, the question of “when” comes to mind. Here’s a look at the pros and cons of retirement at three different ages. At 62, you can claim Social Security. That alone prompts some baby boomers to consider retiring. Leaving work at 62…

living wills and advanced health directives

Advance Health Care Directives

Also known as a living will, personal directive, advance directive or advance decision. Planning ahead for future health care decisions is an important step for you, your family and/or loved ones. In the event of a major health event, where you may be unable to communicate, an advance health care directive provides medical instructions that…

generational wealth management arizona

Family Wealth Management: Tips for A Successful Transition Between Generations

Key Points Develop a family financial map Communicate early and often  Be clear about your expectations and values  Introduce your heirs to your financial advisor  Avoid this unfortunate inheritance situation It’s not an uncommon scenario: The parents pass away and leave the family home to the children, Joe, Bill and Marie. Joe wants to keep…