by George C. McCabe, CPA | Jun 4, 2025 | Generational Planning
Most people think that when they write a will or a trust, those documents will cover how all of their assets are going to be distributed. However, accounts like your IRA are the exception to the rule. These accounts have their own beneficiary forms that ultimately...
by George C. McCabe, CPA | Sep 19, 2024 | Financial Planning, Life Insurance, Long-Term Care
While education costs are top of mind for people in their forties and fifties, concern about health care costs rises to the top of people’s list as they enter their sixties. Like education, the rise in medical and long-term care costs has outpaced inflation over the...
by George C. McCabe, CPA | Aug 1, 2024 | Financial Planning, Investment Management, Retirement Planning
The best shift I have seen in the financial advisory industry is that we are moving away from selling products to providing advice. Value does not only come from the services your firm provides; rather, the ability to identify outside solutions that are...
by George C. McCabe, CPA | Feb 23, 2024 | Financial Planning, Lifestyle, Retirement Planning
Reviewing Your Beneficiaries: A Game of Many Levels During a recent review with a client, I was going over the beneficiaries on his accounts when the client mentioned, “We seem to cover this every few years. Nothing has changed and we don’t anticipate anything...
