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Posts Tagged ‘family’

Four Tips for Keeping an Active Lifestyle in Retirement

You worked, you saved, you planned. Now, after all that, it’s time to retire. This big change is both exciting and a little scary. If you’ve defined yourself by your career, you may experience the transition as something of a loss. As exciting as the opportunity to make your own schedule and do whatever you want, it may also be a little disorienting. Not since we were kids on summer vacations from school did we ever have such open schedules to fill however we want, and even then, we had to be home before dark. Retirement is a big, exciting event in your life, whether you are excited or filled with trepidation. In this article, we will go over some lifestyle changes and tips to help ease the transition and get you the best retirement, for you.

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Smart Ways to Take Control of a Trust

Many successful families use trusts to minimize taxes, transfer wealth and protect assets from creditors and others. You may have already set up a trust, or you may hold an inheritance you received in a trust that was created decades ago. Trouble is, too many families relinquish more control over their trusts than they need to, basically hoping that the trustees they have put in charge will serve them well. They take a passive role in their trusts rather than an active or proactive role.

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