Estate Planning – Lessons from Celebrities


Posted on 2nd June 2010 by Rita in Life Insurance |Retirement and Estate Planning

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Will and Testament PaperCelebrity follies get our attention when flashed in the breaking news headlines.. but we can get much more out of this news then just the entertainment value. As Eleanor Roosevelt said… “Learn from the mistakes of others. You can’t live long enough to make them all yourself.”

I recently read the article “The lessons of famously bad Estate Planning” in the May issue of Insurance news net magazine. Where many celebs are mentioned who did not have (more…)

Roth IRA Conversion


Posted on 17th September 2009 by Rita in 401k |IRA |Retirement and Estate Planning

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This just may be what your 401k needs.

2010 will be here before we know it. With all the uncertainty that we are experiencing these days within the financial realm one thing that IS CERTAIN pertains to the Roth IRA. The 2010 conversion period is just around the corner. To help with understanding what your options are and the NEW 2010 (more…)