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Category Archives: Retirement Planning

What You Need to Know About Individual Retirement Accounts and Estate Planning

By The Law Office of Angela N. Manz |

Individual retirement accounts, most commonly referred to as IRAs, can cause problems in estate planning if you do not manage them correctly. Most married people will put the spouse as their primary beneficiary on their IRA; however, they might not worry about the IRAs in the process of the estate planning since they already… Read More »

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Why Even Millennials Should Be Considering Saving for Retirement

By The Law Office of Angela N. Manz |

It’s far too easy to push off the prospect of saving for retirement when you are young and relatively healthy. It’s actually probably at the bottom of your priority list for any 20-something who is worried about paying student loans, paying the rent and trying to manage additional funds for travel and entertainment. However,… Read More »

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Three Changes in Your Life That Should Prompt You to Schedule an Appointment with Your Estate Planning Attorney

By The Law Office of Angela N. Manz |

There are so many different circumstances that should warrant a meeting with your estate planning attorney. As estate laws or your individual life circumstances change, it is appropriate to update your estate planning documents to ensure that they are in line with your intentions. What follows are three of the most common changes in… Read More »

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Regulation Requires Financial Advisors To Give Good Advice

By The Law Office of Angela N. Manz |

Finally, financial advisors really DO have to work for you. That wasn’t always the case, but a U.S. Department of Labor rule that went into effect in April requires financial advisors to do what they always should have been doing, namely putting the interests of clients head of their own. young woman signing contract… Read More »

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Retirement Planning Investments a Dire Place for Making Mistakes

By The Law Office of Angela N. Manz |

retirement plan label on folder We all make mistakes, but there are times when a false step is far worse than at others. An article on the website Bankrate.com by Sheyna Steiner, who covers investing, retirement, CD rates and other personal finance topics for the site and is a co-author, along with seven other… Read More »

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Famed Personal Finance Guru Warns Of Making Mistakes In Retiring

By The Law Office of Angela N. Manz |

Well-known financial journalist and leading commentator on personal finance Jane Bryant Quinn recently offered advice on avoiding retirement mistakes. The bad news is, that she leads off the article for the American Association of Retired Persons magazine with a warning against taking that important step too early. “Before you retire, figure out a solid… Read More »

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Old Retirement-Planning Rules Get Updated

By The Law Office of Angela N. Manz |

retirement savings plan Some longstanding rules of thumb for having a financially secure retirement are now getting a thumb’s down from investment advisors, according to a recent story on the website of the American Association of Retired Persons. “Financial rules of thumb can be handy, but not if they’re outdated,” the article begins. Click… Read More »

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Widows Face Special Issues In Financial Planning

By The Law Office of Angela N. Manz |

Close-up of documentsMany older couples, those approaching or even well past retirement age, have wisely made financial plans for the rest of their lives together. What few do, because it’s just too emotionally difficult in most cases, is make further plans for one or the other of them to carry on alone. More often… Read More »

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Not All Who Want To Retire Early Are Ready For It

By The Law Office of Angela N. Manz |

Many people long for early retirement, but not very many are actually prepared for it, according to a recent article in Forbes magazine. “Many Americans seem to be turning a blind eye to good advice, instead doing what they want to do rather than what may be best for them,” according to the piece… Read More »

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Tips Offered On Avoiding Loneliness After Retirement

By The Law Office of Angela N. Manz |

Many people fail to realize, until they retire, that is, just how much of their social interactions is tied to the workplace. “Retirement can be a challenging time, especially when you live far away from your family,” author, speaker and founder of Boomerly.com Margaret Manning wrote in a recent Huffington Post article “Many people… Read More »

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