Written By The Financial Advisers Of Palisades Hudson Financial Group LLC
Edited By Amy Laburda & Ali Elkin
Life's bottom line is about more than the bottom line.
Second edition fully updated for 2019, including 2018 tax reform
As we move through middle age and beyond, smart financial management begins with clear choices. Do we want to retire early or work as long as possible? Stay where we are or move to a new state, or perhaps abroad? Make our children financially independent or leave substantial legacies? Transition an existing business to new management, or maybe launch a new venture? What are our charitable intentions, and how do we best carry them out? Everyone will answer these questions differently. But whatever our priorities, hardly any of us ranks dying with the largest possible net worth first among them.
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Contents
- Relationships with Adult Children
- Planning for Incapacity
- The Family Business
- Estate Planning
- Gift and Estate Taxes
- Grandchildren
- Education Funding
- Life Insurance
- Financing Long-Term Care
- Social Security and Medicare
- Retirement Plans
- Federal and State Income Tax
- Investment Approaches, Philosophy and Psychology
- Retiring Abroad
- Philanthropy
- Starting a New Business Venture
Media Kit
