The person selected as trustee of a trust may shape your intentions for years — or even decades — to come. The selection of a trustee is one of the most important elements of trust design. This article looks at the different aspects of the role of the trustee and the factors you should consider when selecting one. The trustee is responsible for...
Selecting a Financial Planner A message from Kimberly D. Overman, CFP and the Financial Planning Association of Tampa Bay. Read More →
My health care will be taken care of at retirement, right? In 2011, 74% of American employees had not considered a plan to cover health care expenses in retirement.1 This is a key component of any well-conceived retirement plan, as health care expenses typically increase to represent a significant portion of a retiree’s income. In fact, today’s...
Managing taxes in retirement can be complex. Thoughtful planning may help reduce the tax burden for you and your heirs. Managing taxes for maximum benefit in retirement requires careful planning. You’ll need to consider the tax implications of different investments — such as municipal bonds and index funds — and maintain a portfolio that fully...
Are you flying solo when it comes to planning for your financial future? Consider these tips for easing the financial burden. Living the single life no longer is an anomaly: According to the U.S. Census Bureau, 45% of households nationwide are maintained by a single person. Being single affects many areas of financial planning, including retirement,...
As consumers, we choose how to use our resources. Use your purchasing power to choose what you are willing to pay for banking services. Next week is National Financial Planning week. Celebrate your financial strength. 20 Ways to Celebrate Financial Planning Week 1. Balance your checkbook 2. Write down your financial goals and revisit them periodically 3....
The US Debt Ceiling Video Presentation Click above to view Read More →
NEWS RELEASE CFP Board Says: “Let’s Make a Plan” Kimberly D. Overman, CFP® President of The Financial Well, Inc. President of the Financial Planning Association of Florida Helping to support first large-scale Public Awareness Campaign Tampa, FL May 5, 2011, – Certified Financial Planner Board of Standards, Inc. has announced its “Let’s...
Key Points • Why Credit Is Important • Missing Payments • How Credit Reporting Works • Signs of Credit Overextension • Credit Reporting Agencies • Be Credit-Smart • Points to Remember Installment debt, in itself, is not a bad thing. It enables us to make major purchases that would be nearly impossible to finance up-front. The problem is,...
Kimberly D. Overman, CFP, President of The Financial Well is featured in the NY Times Money Through The Ages. In a special collaboration with The New York Times and American Public Radio, we explored the financial financial issues facing individuals and couples through their lifetime. Listen to a special episode of Marketplace Money. Read More →
