Financial Planning is more important than ever for the 78.2 million people labeled “baby boomers” (those born between 1946 and 1964). Part of the reason is we have a lot of Baby Boomers who are dealing with aging parents. In addition, those same boomers have lived through two huge setbacks in the stock market the last 12 years. Finally, boomers are concerned about the consequences of living longer and the resulting reality that they will likely live longer without a continuing employment based source of income. Utilizing the services of a trusted insurance & financial advisor can help boomers prepare for & navigate their future financial life in a positive way.
Tag Archive: Estate
Baby Boomer Aftermath
Permanent link to this article: http://www.cookandcookassociates.com/2013/06/20/baby-boomer-aftermath/
Why “Not” To Delay Estate Planning Any Longer
On January 1, 2013, the federal estate exemption is scheduled to fall from $5,120,000 to $1,000,000 and the federal estate tax rate is scheduled to rise from 35% to 55%.
Contact me for assistance on getting your estate plan in order now.
(We do not provide tax or legal advice).
Permanent link to this article: http://www.cookandcookassociates.com/2012/11/23/why-not-to-delay-estate-planning-any-longer/
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