FAITH, FAMILY, AND THE FARM
GREAT THINGS ARE WORTH PROTECTING

Orange City Estate Planning Blog

What’s First Step in Preventing Elder Abuse?

The prevalence of elder abuse is hard to estimate because it is underreported. However, according to the National Council on Aging, approximately one in 10 Americans age 60 or older have experienced some form of elder abuse— be it physical, emotional, psychological or financial.

Read More »

Will Inflation Have Impact on My Retirement?

Inflation hurts everyone. It seems to reach every sector, product and business in one way or another, whether it raises the cost of heating your home, lunches or road trips. However, if you’re a retiree, you may be particularly worried about inflation because your spending habits and income sources might be disproportionately exposed to inflation.

Read More »
Investment Accounts

Is Now a Good Time for a Roth Conversion?

A Roth conversion involves liquidating assets in a tax-advantaged account like a traditional IRA or 401(k), paying taxes on the withdrawal, and then funding a Roth IRA. In the short run, investors will pay taxes (more on that below).

Read More »
Join Our eNewsletter