Pollex Estate Planning Blog

A Heads Up On Unexpected Expenses In Retirement

Dagmar Pollex — Mon, 21 May 2012 11:00:01 +0000

Kiplinger's asked financial planners from the National Association of Personal Financial Advisors what unexpected costs people incur. Here’s a list of the 5 big ones you need to factor into your planning.

Care Committees Can Solve A Common Dilemma

Dagmar Pollex — Sun, 13 May 2012 13:32:36 +0000

A new idea for singles without children to solve a common dilemma - who to name in the all-important role of representative under their power of attorney and health care proxy.

Rough Seas Ahead for Boomer Inheritances?

Dagmar Pollex — Sun, 06 May 2012 21:26:23 +0000

Why baby boomers shouldn't count on inheritances to take care of them during their retirement.

How Much Can I Take Out Of My Nest Egg?

Dagmar Pollex — Sun, 29 Apr 2012 21:41:16 +0000

Rising life expectancy means having to pay for a longer retirement. The lack of a pension or frozen benefits translate to fewer, smaller checks from ex-employers. And the days of being able to count on averaging 10 percent annual returns from the stock market are over. All that, makes it even more important for retirees to know just how much they can take out of their portfolios every year without drawing them down too fast.

Wait and See Planning Becomes Wait and Pay

Dagmar Pollex — Sun, 22 Apr 2012 16:40:21 +0000

"wait and see” planning will most likely end in a “wait and pay more” scenario. A last-minute deal in a post-election lame duck session of Congress, similar to the one in 2010, is highly unlikely.