Tips from Donna Wesban Monthly April 2018
by Donna Gordon on April 5th, 2018
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Tips from Donna Wesban monthly March 2018
by Donna Gordon on April 5th, 2018
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Tips from Donna Wesban monthly February 2018
by Donna Gordon on April 5th, 2018
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Tips from Donna Wesban Monthly January 2018
by Donna Gordon on April 5th, 2018
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Tips From Donna Wesban Monthly December 2017
by Donna Gordon on December 7th, 2017
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Tips From Donna Wesban Monthly November 2017
by Donna Gordon on November 16th, 2017
Tips From Donna Wesban Monthly November 2017 What You Can Do with a Will A will is often the cornerstone of an estate plan. Here are five things you can do with a will. Distribute property as you wish Wills enable you to leave your property at your death to a surviving spouse, a child, other relatives, friends, a trust, a charity, or anyone you choose. There are some limits, however, on how you...  Read More
Tips From Donna Wesban Monthly October 2017
by Donna Gordon on October 5th, 2017
COMPANY STOCK AND YOUR PORTFOLIO: KEEP YOUR EYE ON CONCENTRATION RISK The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much of your retirement plan assets or net worth concentrated in your employer's stock could become a problem if the company or sector hits hard times and the stock price plummets. Buyi...  Read More
Tips From Donna Wesban Monthly September 2017
by Donna Gordon on September 7th, 2017
MEDICARE AND YOUR EMPLOYER HEALTH PLAN If you plan to continue working after you reach age 65, you may be wondering how Medicare coordinates with your employer's group health plan. When you're eligible for both types of coverage, you'll need to consider the benefits and costs, and navigate an array of rules. How does Medicare work with your group health plan? You can generally wait to enroll in ...  Read More
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Tips From Donna Wesban Monthly August 2017
by Donna Gordon on September 6th, 2017
WORKING IN RETIREMENT: WHAT YOU NEED TO KNOW Planning on working during retirement? If so, you're not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement years. Here are some points to consider. Why work during retirement? Obviously, if you work during retirement, you'll be earning money and relying less on ...  Read More
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Tips From Donna Wesban Monthly July 2017
by Donna Gordon on September 6th, 2017
Rising Interest Rates, Future of the Federal Estate Tax, The Health-Wealth Connection DON'T LET RISING INTEREST RATES CATCH YOU BY SURPRISE You've probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn't directly control consumer interest rates, but changes to the federal funds rate (which is the rate banks use to lend funds to each other...  Read More
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