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Planning for Retirement
22 CQ
8 Lessons
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Free2 CQ
In this lesson, financial planner Jeremy Shipp discusses what it means to be prepared, but also what is more important in the long run than just being OK.
with Jeremy ShippIn this lesson, financial planner Jeremy Shipp discusses what it means to be prepared, but also what is more important in the long run than just being OK.
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3 CQ
Financial planner Jeremy Shipp discusses the real numbers that retirees will face in the coming years, and all the factors that go into figuring those numbers.
with Jeremy ShippFinancial planner Jeremy Shipp discusses the real numbers that retirees will face in the coming years, and all the factors that go into figuring those numbers.
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2 CQ
Follow along with financial planner Jeremy Shipp as he discusses the best time to apply for Social Security and what constitutes full retirement age.
with Jeremy ShippFollow along with financial planner Jeremy Shipp as he discusses the best time to apply for Social Security and what constitutes full retirement age.
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4 CQ
Discover why creating a living trust is the best way to protect your interests by setting up how your assets should be managed at the end of your life.
with Jeremy ShippDiscover why creating a living trust is the best way to protect your interests by setting up how your assets should be managed at the end of your life.
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3 CQ
This lesson from financial planner Jeremy Shipp discusses why having a mortgage in retirement, and therefore equity, can actually be an advantage.
with Jeremy ShippThis lesson from financial planner Jeremy Shipp discusses why having a mortgage in retirement, and therefore equity, can actually be an advantage.
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2
Comments
Roxy L
As POA for my father do I have to pay all his bills and taxes
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Jeremy Shipp
Hi Roxy, since I'm not an attorney, I am not allowed to give specific legal advice. Generally speaking, however, those duties usually do fall to the POA. There may be specific language in the POA document allowing you to discharge your duties and pass them to someone else, if that is what you want to do. Having a licensed attorney review the document would be the best move to let you know exactly what your duties are.
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