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Make It Last – Ep 96 – Hoping for the Best but Preparing for the Worst…

One of the biggest mistakes you can make in retirement is to not plan if things don't end up going how you hoped. Victor's advice in this episode is – hope for the best, but always have a plan for the worst. Make It Last with Victor Medina is hosted by Victor J. Medina, an[...]

Not Filling Out A Will Can Leave Behind A Mess For Loved Ones

Have you filled out a will stating exactly how you’d like your possessions and wealth divvied up should you die? If not, you might be leaving behind a mess for your loved ones. Click here to read more.[...]

2017 Tax Cuts Could Affect Retirees

Some provisions of the 2017 Tax Cuts and Jobs Act could disproportionately affect retirees. Click here to read more.[...]

Make It Last – Ep 95 – How Much is Enough?

How will you know how much you need to retire? Victor encourages you to ignore the outside noises telling you there is some sort of magic amount of money you need to retire. Your Retirement fund should revolve around your lifestyle, not the recommendation of someone on TV who does not know you. Make It[...]

Family Warns Others To Not Put Off Estate Planning

If you have little in the way of assets, you might think you don't need an estate plan. Guess again. Click here to read more.[...]

How To Legally Ensure That Your Assets End Up Where You Want Them To

For those who remarry and want to make sure certain assets get passed on to kids from a previous marriage, experts say it's important to do some estate planning — that is, figuring out how to legally ensure that when you die, your assets end up where you want them to. Click here to read[...]

Estate Planning Is More Important For People Without Children

Powers of attorney, estate plans are even more crucial for this demographic. Click here to read more.  [...]

Classic Mistakes You Should Avoid When Creating An Estate Plan

Every estate plan has unique features, but the same problems and mistakes recur. Each classic mistake is avoidable. Click here to read more.  [...]

How To Protect Your Foreign Assets In Estate Planning

Estate planning is more complicated when you have global assets. Click here to read more.  [...]

Retirement Planning For The Unexpected

Some people spend decades focusing on retirement planning, only to get derailed by unexpected events such as a job loss, market downturn, medical scare, death of a spouse who’s been the primary provider, or other untimely circumstances. Click here to read more.[...]