Thank you, La Plata Rotary!

Guest Speaker at Rotary Club – 2012 Legislative Outlook for High Income Earners.  It was a pleasure to share a presentation with the Rotary Club of Charles County, La Plata on Wednesday, February 8, 2012 at the Outback in La Plata.  We discussed that financial planning will be challenging due to an uncertain legislative environment at the federal, state level.  A proactive strategic financial planning approach can help hard working individuals and retirees meet their financial goals and objectives in a tax-efficient manner and find planning opportunities along the way.  Here is a short video about the presentation:

Planning for End of Life.  Saabira Chaudhuri writes about the documents you need before you die.  The list includes: marriage license, divorce papers, personal and family medical history, durable health-care power of attorney, authorization to release health care information, living will, DNS order, housing, land and cemetery deeds, escrow mortgage accounts, proof of loans made and debts owed, vehicle title, stock certificates, savings bonds and brokerage accounts, partnership and corporate operating agreements, tax returns, life insurance policies, individual retirement accounts, pension document, annuity contracts, list of bank accounts, list of all user names and passwords list of safe-deposit boxes, will, letter of instructions and trust documents.  WSJ. 2 July, 2011 (Subscription needed)

 

Content Catch of the Day is a fresh summary of essential retirement planning news about how to retire and when to retire, hand-picked by personal finance expert for women Christine Parker, CERTIFIED FINANCIAL PLANNER ™ for women of Southern Maryland.

 

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