How Joint Accounts Avoid Probate

February 18, 2011 - Andrew Smith

When you and one or more other account holders own a financial account with a “right of survivorship” designation, and... Read More

Does it Make Sense to Pay Off Your Mortgage Before You Retire?

February 16, 2011 - Andrew Smith

If you’re approaching retirement and still carrying a mortgage, you’re likely to wonder which approach makes more sense: 1) Dip... Read More

February 14, 2011 - Andrew Smith

If you didn’t quite meet your $5,000 IRA contribution limit for last year, there’s still time. You have until April... Read More

February 11, 2011 - Andrew Smith

A video Will, in and of itself, is not valid in Florida. However, there are circumstances where people opt for... Read More

February 9, 2011 - Andrew Smith

COLA stands for “cost of living adjustment”, an important term when it comes to retirement benefits – whether those benefits... Read More

February 7, 2011 - Andrew Smith

One misconception many people have is the idea that, if they need to go into a nursing home, Medicare will... Read More

February 4, 2011 - Andrew Smith

Last fall, the New York Times published an interesting article. The author of the article drafted her will four different... Read More

February 2, 2011 - Andrew Smith

If you own a business and you want to see that business survive even after your death, you need a... Read More

January 31, 2011 - Andrew Smith

At what point should you talk to a parent or another older loved one about reducing his or her driving,... Read More

January 28, 2011 - Andrew Smith

The trustee of a Special Needs Trust occupies an extremely important role. He or she is in charge of all... Read More

January 26, 2011 - Andrew Smith

If you work for a private employer, such as a corporation, you likely have a traditional 401(k) plan. And if... Read More

January 24, 2011 - Andrew Smith

Do you know the old saying, “don’t put all your eggs in one basket”? If so, then you’ve had your... Read More