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You searched for “advance-planning”

Monday, October 1, 2018

Advance planning for your online life

…You can request for deactivation of the account with necessary proofs. Similarly you can also close Ebay, Amazon,etc by contacting support and providing the necessary information. What about Advance Planning?…

Monday, October 30, 2023

Money: The Retirement Countdown

Too many people put retirement planning on the back burner until after the last minute. Financial planners warn against seeking retirement guidance after turning in the paperwork; it takes advance

Thursday, March 10, 2022

Staten Island Advance: “A 68-year-old ice hockey goalie? This S.I. ‘super senior’ and cancer survivor was named an AARP sponsored athlete”

2022 Senior Planet Sponsored Athlete Paul “PJ” Gammarano, Sr. was recently interviewed for an in-depth profile by the Staten Island Advance. “Gammarano, a prostate cancer survivor, suits up in goal…

Monday, May 9, 2022

New Rules in Estate Planning

Although we mark Older Americans Month this month, oldsters would be well advised to consider the Younger Americans in their estate planning. The Secure Act (learn more here) changed the…

12/01/2023 EDT

Planning for Change: Legacy, Estate, and Disaster Preparedness

planning. Then, you’ll have an opportunity to engage directly with our speakers for Q&A in breakout sessions, where you can get personalized insights for your specific concerns. Don’t miss this…

10/26/2023 EDT

Introduction to Estate Planning Resources & Tools

Estate planning may sound intimidating or something that requires a lot of resources. Creating an estate plan just means making sure that your health, finances, and anything you own is…

Wednesday, November 25, 2020

Estate Planning and Charitable Giving

…and estate taxes significantly, according to Fidelity. “With proper planning you can shift money that would have normally gone to IRS to people and causes that your care most about,”…

Thursday, January 26, 2023

Tax Planning for 2023

…to wait until the end of the year to start tax planning – it’s generally too late to make some critical tax decisions and minimize your taxes. To help you…

Monday, December 11, 2023

Money: Year End Tax Moves to Make Now

…Distributions, tax-deferred retirement savings, capital gains and all the talk about Roth IRA conversions moves tax planning to the top of your to-do list. And that doesn’t mean wait till…

Fri, April 26 EDT

Introduction to Estate Planning Resources & Tools

Estate planning may sound intimidating or something that requires a lot of resources. Creating an estate plan just means making sure that your health, finances, and anything you own is…

Mon, March 4 EDT

Introduction to Estate Planning Resources & Tools

Estate planning may sound intimidating or something that requires a lot of resources. Creating an estate plan just means making sure that your health, finances, and anything you own is…

09/13/2023 EDT

Introduction to Estate Planning Resources & Tools

Estate planning may sound intimidating or something that requires a lot of resources. Creating an estate plan just means making sure that your health, finances, and anything you own is…

12/01/2023 EDT

Introduction to Estate Planning Resources & Tools

Estate planning may sound intimidating or something that requires a lot of resources. Creating an estate plan just means making sure that your health, finances, and anything you own is…