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Retirement Planning: Retirement
This article will attempt to provide some basic information related to retirement planning. The Fidelity website has a lot of good information, diverse investment options, and was the 401(k) provider of a former employer, so it is used is most examples. This article is not an endorsement of an service company or investment option. Do…
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Retirement Planning: Terms and Appendix
This article will attempt to provide some basic information related to retirement planning. The Fidelity website has a lot of good information, diverse investment options, and was the 401(k) provider of a former employer, so it is used is most examples. This article is not an endorsement of an service company or investment option. Do…
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Retirement Planning: Finances
This article will attempt to provide some basic information related to retirement planning. The Fidelity website has a lot of good information, diverse investment options, and was the 401(k) provider of a former employer, so it is used is most examples. This article is not an endorsement of an service company or investment option. Do…
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Retirement Planning: Introduction
This article will attempt to provide some basic information related to retirement planning. The Fidelity website has a lot of good information, diverse investment options, and was the 401(k) provider of a former employer, so it is used is for most examples. This article is not an endorsement of a service company or investment option.…
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Things to do After Your Parents Pass Away
Introduction I helped my mother deal with some of the notification and documentation issues from my father passing away. The process is pretty miserable and grieving does not improve it. I do not think anything will make this process “easy” and “painless”, but some planning and research might make is “easier” and “less” painful. The…
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General Notification Information
This is a private page with contact information for various agencies and organizations that span states. It may not be 100% accurate in the future, but it is a place to start looking. Federal Government Federal Employee Annuitant Social Security Administration Medicare Cancel Passport IRS Individual Income Tax Fiduciary for Estate Income Tax Estate Tax…
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Oklahoma Notification Information
This is a private page with contact information for Oklahoma state notifications. The common Federal and other notification information is found here. It may not be 100% accurate in the future, but it is a place to start looking. Some of the contacts are for the county in which the decedent lived, so you will…
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Wisconsin Notification Information
This is a private page with contact information for Wisconsin state notifications. The common Federal and other notification information is found here. It may not be 100% accurate in the future, but it is a place to start looking. Some of the contacts are for the county in which the decedent lived, so you will…
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Things to do Before Your Parents Pass Away
Introduction The topic of your parents passing away is not a particularly easy one to talk about or deal with (unless you have a full terrible mother). Kate and I starting thinking about this more than a decade in advance, but we thought about it more from the emotional and sentimental angle. We did not…