Articles

What Are People’s Biggest Regrets in Retirement?

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, October 9th, 2015

To help guide people into a successful and thoughtful retirement, in 2015 STA Wealth launched it’s Retirement Done R.I.T.E.. By reviewing all of the available information and articles in the Retirement Resources section, retirees and pre-retirees can avoid many of the common mistakes and regrets that others have lived through in retirement. Recently, the Employee Read More
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Most Business Owners have No Succession Plan or Exit Strategy

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, October 9th, 2015

For decades vast wealth has been created for millions of Americans through growing private businesses. However as business owners, especially Baby Boomers, reach the later stages of their careers, a new study by US Trust shows that the majority do not have a formal succession plan or Exit Strategy. U.S. Trust recently released its 2015 Read More
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Medicare Open Enrollment

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Friday, September 25th, 2015

Medicare Open Enrollment Period Begins October 15 What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost and cover. In addition, your health-care needs Read More
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Social Security Claiming Strategies for Married Couples

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Saturday, July 25th, 2015

Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement because the age at which you apply for benefits will affect the amount you’ll receive. If you’re married, this decision can be especially complicated because you and your spouse will need to plan together, taking into account the Read More
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Why it Pays to Delay Taking Social Security

Written by Scott Bishop, MBA, CPA/PFS, CFP® | Wednesday, July 22nd, 2015

The Flawed Belief that Drives People to Start Social Security Early. When it was started by FDR in 1935, Social security was started as “Old Age Insurance“ to protect Americans against living too long and running out of money. However, sometimes many of us mistakenly regard it as just one more investment that they should Read More
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Wealthy Suffer From ‘Estate-Planning Fatigue’

Written by Shelly Schwartz | Friday, July 17th, 2015

Despite their wealth and business savvy, more than one-third of high-net-worth families have not taken the most basic steps to protect and provide for their loved ones when they die, according to a recent survey by CNBC.com. The CNBC Millionaire Survey found 38 percent of those with investable assets of $1 million or more have Read More
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