The stock market is doing great, so people don’t often pay attention to the amount they’re paying in fees. This week, we’ll cover the different kind of investment fees that exist and how to check your fees to make sure you’re not paying too much. Make It Last with Victor Medina is hosted by Victor[...]
You might be under the impression that smaller estates or a lack of obvious heirs makes it easy to skip the estate planning process. That’s a bad idea, since you need to think ahead about what will happen to your assets regardless of their total value. Anyone who has assets of any amount can still[...]
For lucky episode number 13, Victor discusses what happens when you get too emotional about a single investment, and how to correct it. In addition, Victor covers powers of attorney. Is it a simple document? Can you use a form downloaded from the Internet? Listen to the show to learn how to test whether your[...]
There is a stage in your retirement planning phase when the focus will shift from accumulating funds to maintaining and preserving those nest egg funds. The importance of protecting and preserving assets cannot overstated and although meaningful growth should always remain a component of your overall retirement plan, you need to protect your purchasing power[...]
This week we discuss Victor’s trip to Colonial Williamsburg and whether it’s a good trip to take with kids. Also, tips and tricks for selecting a great advisor, whether it’s for legal or financial matters. Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified[...]
Whether you believe that your estate plan is complicated or simple, many pertinent details can compromise the effectiveness of your plan overall. There are ten steps you can follow to help avoid some common estate planning mistakes: 1. Set up a meeting with your estate planning lawyer to discuss state death taxes and whether or[...]
As summer approaches, we discuss travel tips for folks in retirement. Also, I cover living wills and advanced directives. We talk about what documents are important and why, and how to make sure that you don’t have a problem with making health care decisions in the future. Make It Last with Victor Medina is hosted by[...]
Keeping in mind it's the middle of the year, it's a great opportunity to review your existing estate plan. There are several different steps you can take to accomplish this and have more peace of mind and confidence that the plan you have put together protects your individual wishes. These steps include: Consider whether the[...]
On June 9th, the new Department of Labor “fiduciary rule” went into effect. Who does it cover? Can you be comfortable that you’re getting the best advice now? What are the warning signs you should look for? Listen in this week for a full show on what the new DOL fiduciary rule means for your[...]
Felician University in New Jersey recently revealed the results of their Aging in America study conducted with college age students. They found that college students anticipated living in their own home independently and being relatively active beyond the age of 85 but more than 70% of these survey respondents had not begun planning for their[...]