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About RD Smith
This author has yet to write their bio.Meanwhile lets just say that we are proud RD Smith contributed a whooping 44 entries.
Entries by RD Smith
Arizona is a state perfect for snowbirds because of the warm weather all year round. Many older adults from cold weather states flock to Arizona for the winter months, and tend to own property (i.e., pay taxes) in both states they reside in. Being an older taxpayer in two states is an especially strong reason […]
If you are getting remarried there are a few additional things you need to consider since your first marriage. One of those things is changing your estate plan and will. Modifications need to be made noting of changes since your divorce and if you are gaining step-children that you want involved. Check out this informative […]
If you are getting older in age and think it is time to start laying out your estate, there is never a wrong time. This article discusses five mistakes people make when organizing their estate and ways to avoid those mistakes. For those who are unfamiliar with estate planning in general it might be easier […]
The first step for many in planning for retirement is setting up a 401(k). It is never too early to start this portfolio. Whether your attorney or your stock broker is your financial advisor there are things you and your advisor should make note of in protecting your 401(k). Read this great article from Financial […]
In the process of estate planning you may assign a few loved ones to be your trustees and beneficiaries. However, if those people ever disagree on anything it might be useful to have a trust protector provision. Your trust protector will be the decision maker in that case. Read more about this role in this […]
If you have not begun to give thought to your will, now might be the time. It is never too soon, and, as this article states, it is one less thing your loved ones have to go through if you suddenly pass away. This article is great at explaining what might happen if you don’t […]
Elderly people are some of our most vulnerable citizens as their health is often not very good and they are very trusting of people who remain current on their respective industries. Although elderly people are some of the most wise individuals in our society, they need to be protected from swindlers, especially in the financial […]
It is common knowledge that it is of the utmost importance to save for retirement early and often. How you save though, is a little bit more of a grey area as there are many different ways to invest and keep your assets. Many employees in this country do not have a 401k or a […]
When making your budget it is often easy to factor in different sources of income that may not be necessarily guaranteed. This can cause you to fall short when the bills come in. Budgeting is very difficult especially when you have an investment portfolio. Planning your estate is a key part to this. Call RD […]