Financial Topics Safe for Thanksgiving Table

PLUS: You Are Probably Making 1 of These 4 Retirement Mistakes
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BUILDING WEALTH
Financial Topics Safe for the Thanksgiving Table

Talking about money over turkey may be less stressful than getting into politics or social issues this year. Salene Hitchcock-Gear of Prudential Financial has some possibilities to get the ball rolling. Plus: Your Daughter Will Thank You for Teaching Her These 5 Financial Lessons

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You Are Probably Making at Least 1 of These 4 Retirement Mistakes

No one’s perfect, but these all-too-common retirement mistakes can be costly. Check this list from Jordan Sester of Bluestem Wealth Management to see if it you are at risk. Plus: Retiring in Uncertain Times? Try the Bucket Strategy!

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How to Restructure Your Assets to Qualify for Medicaid

Several types of special income trusts and other strategies can be helpful when trying to protect your family’s assets from the devastating costs of long-term care, according to Martin Schamis of Janney Montgomery Scott. Plus: Even If You Already Have Medicare, Don’t You Dare Skip Open Enrollment

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Someone Needs to Know Where Your Money Is

Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now. Lisa Brown of Brightworth outlines how. Plus: Estate Planning During a Pandemic – Quit Stalling

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Yes, Some Unethical Attorneys Pad Their Bills. Here’s One Clear Case

What started as a simple question ended with an unexpected legal bill. Attorney H. Dennis Beaver discusses what happened and chimes in with some free advice of his own. Plus: I Think My Lawyer Has a Substance Abuse Problem!

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