» Retirement Savings

Be Aware of Joint Tenancy Perils

February 19th, 2013
Clients are always interested in ways to avoid probate. One tool that can help accomplish this objective is Joint Tenancy, a form of co-ownership. When one co-owner dies, his interest in the real property automatically passes to the surviving co-owne… Read More
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Categories: Estate Planning, Family Business
Tags: Peer Comparison, Retirement Savings

Are You “Keeping Up With The Joneses” Retirement Savings?

February 18th, 2013
According to new research from the ING Retirement Research Institute, more than half (52%) of the respondents in an ING U.S. consumer survey said they would be motivated to save more for retirement if their nest eggs didn’t measure up to those of t… Read More
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Categories: Current Affairs, Estate Planning
Tags: Peer Comparison, Retirement Savings