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Monthly Archives: May 2021

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Your Estate Plan Holds The Key To Resolving Money Conflicts With Your Adult Children

By William Rambaum, P.A. |

By now, you are probably familiar with some of the truisms of estate planning.  Let the 4 percent rule guide you in saving for retirement.  Inheriting from a trust is better than inheriting through probate.  Live it up instead of letting your descendants squander your money after you die.  Give your kids their inheritance… Read More »

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Life Insurance Can Help Keep The Peace In Blended Families, But Only If You Let It

By William Rambaum, P.A. |

If you have ever bought life insurance, or even looked for it online and wanted to buy it, then congratulations, you are officially old.  Even if you are not old enough to remember a time when people bought insurance from door-to-door salesmen who gabbed like John Goodman’s character in Barton Fink, you are old… Read More »

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The Pre-Retirement Soul Search: Four Questions To Ask Yourself Now

By William Rambaum, P.A. |

The scariest part about retirement is not the financial part; it is that you have to address the questions of what the most important things in your life really are.  It is easy to avoid thinking about these things while you are working.  Even if you have been consistently saving for retirement, even the… Read More »

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