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Is your will really what you will? Loose ends and out of date documents can cause your estate to be distributed in ways you did not really intend

Is a fee-only planner really fee-only? As broker-dealers have searched for customers, many brokers have advertised as fee-only, when, in fact, they receive compensation from commissions or other sources. An important point to note that a Registered Investment Advisor has a fiduciary duty to protect client assets, free of conflicts of interest.

As I age, it seems that many of those around me are getting older as well. And some have gone to the hospital. How we deal with those in the hospital can be important to you as well as the patient and the health care providers. For some tips,

Kiplinger offers several hints to consider when looking for a tax preparer

A Wall Street Journal article suggests that there are some some key financial numbers that are similar to vital signs that your doctor looks for–numbers that measure your financial health for investing, taxes, and financial planning. These may be useful to keep in mind and review from time-to-time.

Forbes has a interesting article which lays out several approaches to federal tax brackets for 2014 as you begin to prepare for tax preparation.

April 15 is the normal tax deadline for federal and state tax returns to be filed. For some, that is an exercise done at home manually or with a computer program, for others by an accountant, or by a preparer.

When dieting, it is apparent that cutting back on little things can make a difference–cutting out the sweets or the extra helpings can contribute to shedding the extra pounds. In the same way, cutting back on the little things in the daily spending can make contribute contributions to the annual budget. A recent article in Business Insider (https://www.businessinsider.com/making-a-tiny-change-to-my-daily-routine-saved-me-more-than-700-last-year-2015-2 ) illustrated how forgoing a soda with lunch resulted in a $700 a year saving.

It is never too late to revisit, and to get started on resolutions to get your budget, spending, and savings under control…CNBC has some suggestions worth considering https://www.cnbc.com/id/102304894

See us in Kiplinger’s December 2014 Page 60 “Blazing a Trail to Retirement” for an interesting for an interesting story of one client couple.