{"version":"https://jsonfeed.org/version/1","title":"Private Wealth Services, LLC","home_page_url":"https://privatewealth.services","description":"Private Wealth Services, LLC","author":{"name":"Private Wealth Services, LLC"},"items":[{"id":"https://privatewealth.services/blog/f/the-unified-tax-credit-and-your-big-impact-plan","html_content":"

The Federal Unified Tax Credit lets you transfer up to $15 million in assets during your lifetime and at death without owing any federal gift or estate tax.

","url":"https://privatewealth.services/blog/f/the-unified-tax-credit-and-your-big-impact-plan","title":"The Unified Tax Credit and Your Big Impact Plan","summary":"The Federal Unified Tax Credit lets you transfer up to $15 million in assets during your lifetime and at death without owing any federal gift or estate tax.","date_modified":"2026-06-05T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/what-is-a-good-inheritance-five-great-assets-to-inherit","html_content":"

What is a good inheritance?

","url":"https://privatewealth.services/blog/f/what-is-a-good-inheritance-five-great-assets-to-inherit","title":"What Is a Good Inheritance? Five Great Assets to Inherit","summary":"What is a good inheritance?","date_modified":"2026-05-22T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/your-first-year-of-retirement-what-to-expect","html_content":"

There’s a moment early in retirement that surprises a lot of people.

","url":"https://privatewealth.services/blog/f/your-first-year-of-retirement-what-to-expect","title":"Your First Year of Retirement: One Step at a Time","summary":"There’s a moment early in retirement that surprises a lot of people.","date_modified":"2026-04-17T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/pre-retirees-dont-forget-to-do-your-financial-spring-cleaning","html_content":"

Spring tends to inspire action. The season symbolizes renewal and new beginnings. People often use spring as a time to \"spring into action\" — launching new projects, refreshing routines, or making bold life changes. Ther...

","url":"https://privatewealth.services/blog/f/pre-retirees-dont-forget-to-do-your-financial-spring-cleaning","title":"Pre-Retirees: Don't Forget to Do Your Financial Spring \"Cleaning\"","summary":"Spring tends to inspire action. The season symbolizes renewal and new beginnings. People often use spring as a time to \"spring into action\" — launching new projects, refreshing routines, or making bold life changes. Ther...","date_modified":"2026-03-27T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/re-nesting-after-losing-a-loved-one-rebuilding-a-life-and-future","html_content":"

The process of Re-nesting after a loved one's death refers to the emotional and practical process of rebuilding one's life—establishing new routines, and creating a renewed sense of purpose after profound loss. Ultimatel...

","url":"https://privatewealth.services/blog/f/re-nesting-after-losing-a-loved-one-rebuilding-a-life-and-future","title":"Re-nesting after losing a loved one: Rebuilding a life and future","summary":"The process of Re-nesting after a loved one's death refers to the emotional and practical process of rebuilding one's life—establishing new routines, and creating a renewed sense of purpose after profound loss. Ultimatel...","date_modified":"2026-03-05T15:28:52Z"},{"id":"https://privatewealth.services/blog/f/americas-peak-65-zone-looks-at-phased-retirement","html_content":"

The year 2025 marked the zenith of 'America's Peak 65 Zone', with 4.18 million people reaching the traditional retirement age of 65 in a single year... the highest on record!

","url":"https://privatewealth.services/blog/f/americas-peak-65-zone-looks-at-phased-retirement","title":"'America's Peak 65 Zone' looks at Phased Retirement","summary":"The year 2025 marked the zenith of 'America's Peak 65 Zone', with 4.18 million people reaching the traditional retirement age of 65 in a single year... the highest on record!","date_modified":"2026-02-20T11:00:00Z"},{"id":"https://privatewealth.services/blog/f/peace-it-should-be-your-top-financial-goal","html_content":"

For many women, the true definition of wealth extends far beyond the numbers on their budget or financial statements. It’s the confidence that comes from knowing you’re prepared, the freedom to make decisions aligned wit...

","url":"https://privatewealth.services/blog/f/peace-it-should-be-your-top-financial-goal","title":"\"Peace\".... Your most Elegant Financial Strategy of all.","summary":"For many women, the true definition of wealth extends far beyond the numbers on their budget or financial statements. It’s the confidence that comes from knowing you’re prepared, the freedom to make decisions aligned wit...","date_modified":"2026-02-06T11:00:00Z"},{"id":"https://privatewealth.services/blog/f/are-we-in-an-artificial-intelligence-ai-bubble","html_content":"

Artificial Intelligence (AI) has sparked strong market gains and massive investment over the past few years. The Magnificent 7 are the leading group of U.S. technology companies (Alphabet/Google, Amazon, Apple, Meta, Mic...

","url":"https://privatewealth.services/blog/f/are-we-in-an-artificial-intelligence-ai-bubble","title":" Are We in an Artificial Intelligence (AI) Bubble?","summary":"Artificial Intelligence (AI) has sparked strong market gains and massive investment over the past few years. The Magnificent 7 are the leading group of U.S. technology companies (Alphabet/Google, Amazon, Apple, Meta, Mic...","date_modified":"2026-01-08T11:00:00Z"},{"id":"https://privatewealth.services/blog/f/social-security-taxes-the-obbb-and-your-retirement","html_content":"

Social Security has been the backbone of retirement income for millions of Americans, yet, many retirees, especially those with modest investment or pension income, have had their benefits partially taxed for decades, er...

","url":"https://privatewealth.services/blog/f/social-security-taxes-the-obbb-and-your-retirement","title":" Social Security Taxes, The OBBB and Your Retirement","summary":"Social Security has been the backbone of retirement income for millions of Americans, yet, many retirees, especially those with modest investment or pension income, have had their benefits partially taxed for decades, er...","date_modified":"2026-01-02T11:00:00Z"},{"id":"https://privatewealth.services/blog/f/donor-advised-funds-dafs-and-your-big-impact-legacy","html_content":"

Charitable giving is the act of donating money, time, or goods to support causes that benefit others, regardless of one's wealth or status. It is a powerful way to drive positive change, improve quality of life, strength...

","url":"https://privatewealth.services/blog/f/donor-advised-funds-dafs-and-your-big-impact-legacy","title":"GIVING : Donor-Advised Funds and Your Big Impact Legacy.","summary":"Charitable giving is the act of donating money, time, or goods to support causes that benefit others, regardless of one's wealth or status. It is a powerful way to drive positive change, improve quality of life, strength...","date_modified":"2025-12-19T11:00:00Z"},{"id":"https://privatewealth.services/blog/f/things-to-consider-before-saying-goodbye-to-2025","html_content":"

Even if your 2025 has been relatively uneventful, the end of the year is still a good time to get cracking and see what changes may need to be made.

","url":"https://privatewealth.services/blog/f/things-to-consider-before-saying-goodbye-to-2025","title":"Things to Consider Before Saying Goodbye to 2025","summary":"Even if your 2025 has been relatively uneventful, the end of the year is still a good time to get cracking and see what changes may need to be made. ","date_modified":"2025-12-05T11:00:00Z"},{"id":"https://privatewealth.services/blog/f/p2---rightsizing-not-downsizing---the-elephant-in-the-room","html_content":"

You've made the decision that it's time to consider a Right Size change for your next act. Now what? Where do you begin? It seems overwhelming and stressful. How will your kids feel about you moving out of your house? Wi...

","url":"https://privatewealth.services/blog/f/p2---rightsizing-not-downsizing---the-elephant-in-the-room","title":"P2 - \"Rightsizing not Downsizing\" - The Elephant in The Room","summary":"You've made the decision that it's time to consider a Right Size change for your next act. Now what? Where do you begin? It seems overwhelming and stressful. How will your kids feel about you moving out of your house? Wi...","date_modified":"2025-11-21T11:00:00Z"},{"id":"https://privatewealth.services/blog/f/part-1---rightsizing-not-downsizing-is-it-time-to-consider","html_content":"

The kids are out of the house and living their lives with families, careers, and commitments of their own. You have retired or semi-retired from the demands of your own chosen career. Friends and neighbors have already d...

","url":"https://privatewealth.services/blog/f/part-1---rightsizing-not-downsizing-is-it-time-to-consider","title":"P1 - \"Rightsizing not Downsizing\" Is it Time to Consider?","summary":"The kids are out of the house and living their lives with families, careers, and commitments of their own. You have retired or semi-retired from the demands of your own chosen career. Friends and neighbors have already d...","date_modified":"2025-11-07T11:00:00Z"},{"id":"https://privatewealth.services/blog/f/the-cost-of-procrastination---missed-opportunities","html_content":"

Some of us share a common experience. You're driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops.

","url":"https://privatewealth.services/blog/f/the-cost-of-procrastination---missed-opportunities","title":"The Cost Of Procrastination - Missed Opportunities.","summary":"Some of us share a common experience. You're driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops.","date_modified":"2025-10-24T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/take-a-deep-breathfinancial-strategies-for-physicians","html_content":"

On average, physicians spend as many as 15 years in college and postgraduate training, including earning bachelor’s and medical degrees and serving internships, residencies, and fellowships. While medical school prepares...

","url":"https://privatewealth.services/blog/f/take-a-deep-breathfinancial-strategies-for-physicians","title":"\"Take a Deep Breath\"....Financial Strategies for Physicians","summary":"On average, physicians spend as many as 15 years in college and postgraduate training, including earning bachelor’s and medical degrees and serving internships, residencies, and fellowships. While medical school prepares...","date_modified":"2025-10-10T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/the-science-of-why-we-love-fall-so-much","html_content":"

If you’re like many people, you're putting on cozy sweaters when it’s not quite sweater weather yet in anticipation of the brisk days that are coming and hoping they get here a little faster. There’s something about fall...

","url":"https://privatewealth.services/blog/f/the-science-of-why-we-love-fall-so-much","title":"The Science of Why We Love Fall So Much","summary":"If you’re like many people, you're putting on cozy sweaters when it’s not quite sweater weather yet in anticipation of the brisk days that are coming and hoping they get here a little faster. There’s something about fall...","date_modified":"2025-09-26T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/the-intersection-of-social-security-financial-literacy","html_content":"

In an age where financial decisions can significantly impact one's future, the intersection of social security and financial literacy has become a critical focal point for individuals planning for retirement. Social Secu...

","url":"https://privatewealth.services/blog/f/the-intersection-of-social-security-financial-literacy","title":"The Intersection of Social Security & Financial Literacy","summary":"In an age where financial decisions can significantly impact one's future, the intersection of social security and financial literacy has become a critical focal point for individuals planning for retirement. Social Secu...","date_modified":"2025-09-01T21:22:38Z"},{"id":"https://privatewealth.services/blog/f/making-sense-of-hsas-and-fsas","html_content":"

With family health insurance premiums rising 297 percent since 2000, averaging over $25,000 annually, some employees feel the squeeze. Deductibles, too, have jumped nearly 50 percent over the last decade, further increas...

","url":"https://privatewealth.services/blog/f/making-sense-of-hsas-and-fsas","title":"Making Sense of HSAs and FSAs","summary":"With family health insurance premiums rising 297 percent since 2000, averaging over $25,000 annually, some employees feel the squeeze. Deductibles, too, have jumped nearly 50 percent over the last decade, further increas...","date_modified":"2025-08-22T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/happy-90th-birthday-social-security-trust-fund","html_content":"

“We can never insure one hundred percent of the population against one hundred percent of the hazards and vicissitudes of life, but we have tried to frame a law which will give some measure of protection to the average c...

","url":"https://privatewealth.services/blog/f/happy-90th-birthday-social-security-trust-fund","title":"Happy 90th Birthday Social Security Trust Fund! ","summary":"“We can never insure one hundred percent of the population against one hundred percent of the hazards and vicissitudes of life, but we have tried to frame a law which will give some measure of protection to the average c...","date_modified":"2025-08-08T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/buy-or-rent-a-second-home-how-do-you-decide","html_content":"

As you attend your fourth conference call before lunch and write your third follow-up memo, your thoughts may drift toward escaping your daily routine.

","url":"https://privatewealth.services/blog/f/buy-or-rent-a-second-home-how-do-you-decide","title":"Buy or Rent a Second Home? How do You Decide?","summary":"As you attend your fourth conference call before lunch and write your third follow-up memo, your thoughts may drift toward escaping your daily routine. ","date_modified":"2025-07-25T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/financial-flexibility-securities-backed-line-of-credit","html_content":"

Life is constantly changing, sometimes throwing curveballs and

","url":"https://privatewealth.services/blog/f/financial-flexibility-securities-backed-line-of-credit","title":"Financial Flexibility: Securities-Backed Line of Credit ","summary":"Life is constantly changing, sometimes throwing curveballs and ","date_modified":"2025-07-11T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/retirement-myths-mistakes-and-menaces","html_content":"

Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities.

","url":"https://privatewealth.services/blog/f/retirement-myths-mistakes-and-menaces","title":"Retirement Myths, Mistakes and Menaces","summary":"Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities.","date_modified":"2025-06-20T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/insurance-and-financial-assessment-empty-nesters-and-retirees","html_content":"

As Teddy Roosevelt once observed, \"Old age is like everything else. To make a success of it, you've got to start young.\"

","url":"https://privatewealth.services/blog/f/insurance-and-financial-assessment-empty-nesters-and-retirees","title":"Insurance and Financial Assessment: Empty Nesters and Retirees","summary":"As Teddy Roosevelt once observed, \"Old age is like everything else. To make a success of it, you've got to start young.\"","date_modified":"2025-06-06T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/how-gen-x-could-reinvent-retirement-in-the-years-ahead","html_content":"

Can you believe they’re turning starting to turn 60? The Gen Xer kids are all grown up and could reinvent retirement by focusing on health and extended careers.

","url":"https://privatewealth.services/blog/f/how-gen-x-could-reinvent-retirement-in-the-years-ahead","title":"How Gen X Could Reinvent Retirement in the Years Ahead","summary":"Can you believe they’re turning starting to turn 60? The Gen Xer kids are all grown up and could reinvent retirement by focusing on health and extended careers.","date_modified":"2025-05-23T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/is-a-roth-conversion-right-for-me-in-retirement","html_content":"

You can convert a traditional IRA to a Roth no matter your age. But if the conversion boosts your income, it could have tax consequences.

","url":"https://privatewealth.services/blog/f/is-a-roth-conversion-right-for-me-in-retirement","title":"Is a Roth Conversion Right for Me at My Age?","summary":"You can convert a traditional IRA to a Roth no matter your age. But if the conversion boosts your income, it could have tax consequences.","date_modified":"2025-04-25T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/estate-planning-when-you-have-international-assets","html_content":"

For some people estate planning can be a complicated process — especially for families with international assets. Each country has its own tax codes and estate planning regulations that must be followed in order for your...

","url":"https://privatewealth.services/blog/f/estate-planning-when-you-have-international-assets","title":"Do You Have International Assets in Your Plan?","summary":"For some people estate planning can be a complicated process — especially for families with international assets. Each country has its own tax codes and estate planning regulations that must be followed in order for your...","date_modified":"2025-04-11T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/the-5-worst-assets-to-leave-your-kids-or-grandkids","html_content":"

The total value of an inheritance isn't just a dollar amount and what’s actually IN a final estate plan can matter significantly.

","url":"https://privatewealth.services/blog/f/the-5-worst-assets-to-leave-your-kids-or-grandkids","title":"The 5 Worst Assets to Leave Your Kids or Grandkids","summary":"The total value of an inheritance isn't just a dollar amount and what’s actually IN a final estate plan can matter significantly. ","date_modified":"2025-03-28T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/a-pint-of-guinness-the-magic-of-compound-growth-%F0%9F%8D%80","html_content":"

St Patrick's Day! - The one day of the year when everyone digs into their Irish roots (no matter how deep they are) and raises a pint of Guinness in celebration.

","url":"https://privatewealth.services/blog/f/a-pint-of-guinness-the-magic-of-compound-growth-%F0%9F%8D%80","title":"A Pint of Guinness & The Magic of Compound Growth 🍀","summary":"St Patrick's Day! - The one day of the year when everyone digs into their Irish roots (no matter how deep they are) and raises a pint of Guinness in celebration.","date_modified":"2025-03-08T13:00:00Z"},{"id":"https://privatewealth.services/blog/f/white-elephant-inheritancethanks-but-no-thanks","html_content":"

Have you ever had to deal with a \"White Elephant\"?

","url":"https://privatewealth.services/blog/f/white-elephant-inheritancethanks-but-no-thanks","title":"White Elephant Inheritance...Thanks but No Thanks!","summary":"Have you ever had to deal with a \"White Elephant\"? ","date_modified":"2025-02-28T11:00:00Z"},{"id":"https://privatewealth.services/blog/f/non-married-couples-and-abundant-retirement-planning","html_content":"

Estate planning discussions often give the impression that every senior in America is married with two or more kids. That’s not true, of course, and those who do not fit the profile need Abundant Retirement planning just...

","url":"https://privatewealth.services/blog/f/non-married-couples-and-abundant-retirement-planning","title":"Non-Married Couples and Abundant Retirement Planning","summary":"Estate planning discussions often give the impression that every senior in America is married with two or more kids. That’s not true, of course, and those who do not fit the profile need Abundant Retirement planning just...","date_modified":"2025-02-14T11:00:00Z"},{"id":"https://privatewealth.services/blog/f/immediate-vs-deferred-annuities-a-quick-primer","html_content":"

Despite not being as well known as some other retirement tools, annuities account for 6.5% of all assets earmarked for retirement.

","url":"https://privatewealth.services/blog/f/immediate-vs-deferred-annuities-a-quick-primer","title":"Immediate vs Deferred Annuities... A Quick Primer","summary":"Despite not being as well known as some other retirement tools, annuities account for 6.5% of all assets earmarked for retirement. ","date_modified":"2025-01-17T11:00:00Z"},{"id":"https://privatewealth.services/blog/f/i-have-inherited-a-housenow-what","html_content":"

You may have inherited your family home recently through the death of your parent. Perhaps a favorite aunt or uncle left you their property because they had no children of their own. Now that you have become the heir to ...

","url":"https://privatewealth.services/blog/f/i-have-inherited-a-housenow-what","title":"I Have Inherited a House...Now What?","summary":"You may have inherited your family home recently through the death of your parent. Perhaps a favorite aunt or uncle left you their property because they had no children of their own. Now that you have become the heir to ...","date_modified":"2025-01-03T11:00:00Z"},{"id":"https://privatewealth.services/blog/f/behavioral-finance---how-does-it-affect-me","html_content":"

When it comes to financial planning, logic and numbers often take center stage. However, human behavior—our emotions, social influences, and cognitive patterns—can significantly impact financial decisions, sometimes lead...

","url":"https://privatewealth.services/blog/f/behavioral-finance---how-does-it-affect-me","title":"Behavioral Finance - How does it affect me?","summary":"When it comes to financial planning, logic and numbers often take center stage. However, human behavior—our emotions, social influences, and cognitive patterns—can significantly impact financial decisions, sometimes lead...","date_modified":"2024-12-20T11:00:00Z"},{"id":"https://privatewealth.services/blog/f/understanding-qualified-charitable-distributions","html_content":"

As you build your Abundant Retirement Roadmap, considering how to leverage your charitable contributions can be a fulfilling endeavor.

","url":"https://privatewealth.services/blog/f/understanding-qualified-charitable-distributions","title":"Understanding Qualified Charitable Distributions","summary":"As you build your Abundant Retirement Roadmap, considering how to leverage your charitable contributions can be a fulfilling endeavor. ","date_modified":"2024-12-06T11:00:00Z"},{"id":"https://privatewealth.services/blog/f/retirement---how-do-you-picture-your-future","html_content":"

How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some thin...

","url":"https://privatewealth.services/blog/f/retirement---how-do-you-picture-your-future","title":"Retirement - How do you picture your future? ","summary":" How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some thin...","date_modified":"2024-11-08T13:00:00Z"},{"id":"https://privatewealth.services/blog/f/no-pros-in-probate","html_content":"

The dreaded word in estate matters: PROBATE.

","url":"https://privatewealth.services/blog/f/no-pros-in-probate","title":"No Pro's in Probate!","summary":"The dreaded word in estate matters: PROBATE.","date_modified":"2024-10-25T12:00:00Z"},{"id":"https://privatewealth.services/blog/f/cypersecurity-awareness---manage-your-risk","html_content":"

The United States Cybersecurity & Infrastructure Security Agency (CISA) defines cybersecurity as “the art of protecting networks, devices, and data from unauthorized access or criminal use and the practice of ensuring co...

","url":"https://privatewealth.services/blog/f/cypersecurity-awareness---manage-your-risk","title":"Cybersecurity Awareness - Manage Your Risk!","summary":"The United States Cybersecurity & Infrastructure Security Agency (CISA) defines cybersecurity as “the art of protecting networks, devices, and data from unauthorized access or criminal use and the practice of ensuring co...","date_modified":"2024-10-11T12:00:00Z"},{"id":"https://privatewealth.services/blog/f/saving-for-a-rainy-day","html_content":"

When we discuss your Abundant Retirement one of the “hot” topics is \"Emergency\" money.

","url":"https://privatewealth.services/blog/f/saving-for-a-rainy-day","title":"Saving For a Rainy Day?","summary":"When we discuss your Abundant Retirement one of the “hot” topics is \"Emergency\" money. ","date_modified":"2024-09-14T00:00:00Z"},{"id":"https://privatewealth.services/blog/f/withdrawing-employeewhat-next","html_content":"

Life insurance is designed to help protect a household from the financial hardships that may follow the untimely death of a primary wage earner.

","url":"https://privatewealth.services/blog/f/withdrawing-employeewhat-next","title":"Withdrawing Employee...What Next?","summary":"Life insurance is designed to help protect a household from the financial hardships that may follow the untimely death of a primary wage earner.","date_modified":"2024-08-30T12:00:00Z"},{"id":"https://privatewealth.services/blog/f/keep-your-umbrella-handy","html_content":"

According to Credit-Suisse, in 2023 the U.S. had 22.7 million millionaires. An increase in personal wealth may bring greater financial flexibility; it may also bring greater liability. Individuals with high net worth, or...

","url":"https://privatewealth.services/blog/f/keep-your-umbrella-handy","title":"Keep Your Umbrella Handy.","summary":"According to Credit-Suisse, in 2023 the U.S. had 22.7 million millionaires. An increase in personal wealth may bring greater financial flexibility; it may also bring greater liability. Individuals with high net worth, or...","date_modified":"2024-08-16T11:00:00Z"},{"id":"https://privatewealth.services/blog/f/assess-your-life-insurance-needs","html_content":"

If your family relies on your income, it's critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances.

","url":"https://privatewealth.services/blog/f/assess-your-life-insurance-needs","title":"Your Insurance \"DNA\" Test","summary":"If your family relies on your income, it's critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances.","date_modified":"2024-08-02T10:00:00Z"},{"id":"https://privatewealth.services/blog/f/where-will-your-retirement-money-come-from","html_content":"

What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience. Historically, retirement spending is best depicted by a U-shaped graph -- It rises, then falls...

","url":"https://privatewealth.services/blog/f/where-will-your-retirement-money-come-from","title":"Where Will Your Retirement Money Come From?","summary":"What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience. Historically, retirement spending is best depicted by a U-shaped graph -- It rises, then falls...","date_modified":"2024-07-19T12:00:00Z"},{"id":"https://privatewealth.services/blog/f/financial-literacy-for-millennials-and-beyond","html_content":"

Few people realize that a 30-year-old couple will earn 3.5 million dollars by age 65 if their total family income averages $100,000 for their entire careers, without any raises.

","url":"https://privatewealth.services/blog/f/financial-literacy-for-millennials-and-beyond","title":"Financial Literacy for Millennials and Beyond.","summary":"Few people realize that a 30-year-old couple will earn 3.5 million dollars by age 65 if their total family income averages $100,000 for their entire careers, without any raises.","date_modified":"2024-07-05T12:00:00Z"},{"id":"https://privatewealth.services/blog/f/planning-for-multiple-beneficiaries-in-5-easy-steps-1","html_content":"

When do multiple beneficiaries exist? Multiple beneficiaries exist when an individual names more than one beneficiary for their IRA.

","url":"https://privatewealth.services/blog/f/planning-for-multiple-beneficiaries-in-5-easy-steps-1","title":"Planning For Multiple Beneficiaries - The Big Wealth Transfer.","summary":"When do multiple beneficiaries exist? Multiple beneficiaries exist when an individual names more than one beneficiary for their IRA.","date_modified":"2024-06-21T14:00:00Z"},{"id":"https://privatewealth.services/blog/f/small-business-owneryour-abundant-retirement-plan","html_content":"

As a business owner, you face unique challenges when building a financial future. Here are a few insights into mistakes small business owners often make when building toward the Abundant Retirement they desire.

","url":"https://privatewealth.services/blog/f/small-business-owneryour-abundant-retirement-plan","title":"Small Business Owner...Your Abundant Retirement Plan","summary":"As a business owner, you face unique challenges when building a financial future. Here are a few insights into mistakes small business owners often make when building toward the Abundant Retirement they desire. ","date_modified":"2024-06-07T13:00:00Z"},{"id":"https://privatewealth.services/blog/f/special-needs-trust---protect-your-child-and-your-financial-plans","html_content":"

Special Needs Planning: Special Needs Trust

","url":"https://privatewealth.services/blog/f/special-needs-trust---protect-your-child-and-your-financial-plans","title":"Special Needs Trust - Protect Your Child and Your Financial Plan","summary":"Special Needs Planning: Special Needs Trust","date_modified":"2024-05-24T12:00:00Z"},{"id":"https://privatewealth.services/blog/f/special-needs-means-special-planning---make-your-intentions-clear","html_content":"

Special Needs Planning: Letter of Intent

","url":"https://privatewealth.services/blog/f/special-needs-means-special-planning---make-your-intentions-clear","title":"Special Needs means Special Planning - Make Your Intentions Clear","summary":"Special Needs Planning: Letter of Intent","date_modified":"2024-05-21T17:00:00Z"},{"id":"https://privatewealth.services/blog/f/pick-up-the-reins-girl-and-take-control","html_content":"

Interesting fact, nearly 60% of women today take sole responsibility for making financial decisions for themselves and their families, yet only 19% of women feel very confident in their ability to fully retire with a com...

","url":"https://privatewealth.services/blog/f/pick-up-the-reins-girl-and-take-control","title":"Pick up the Reins Girl and Take Control!","summary":"Interesting fact, nearly 60% of women today take sole responsibility for making financial decisions for themselves and their families, yet only 19% of women feel very confident in their ability to fully retire with a com...","date_modified":"2024-04-26T12:00:00Z"},{"id":"https://privatewealth.services/blog/f/what-is-a-poa-and-why-would-i-need-one","html_content":"

A Power of Attorney (POA) is a legal document that allows someone else to act on your behalf. A POA document can allow another person extensive or limited authority to handle financial matters, make health care decisions...

","url":"https://privatewealth.services/blog/f/what-is-a-poa-and-why-would-i-need-one","title":" Take Action - A POA and Why Do I Need One?","summary":"A Power of Attorney (POA) is a legal document that allows someone else to act on your behalf. A POA document can allow another person extensive or limited authority to handle financial matters, make health care decisions...","date_modified":"2024-04-12T12:00:00Z"},{"id":"https://privatewealth.services/blog/f/a-brief-history-of-estate-taxes-the-great-wealth-transfer","html_content":"

Estate Taxes and Overall Federal Revenues

","url":"https://privatewealth.services/blog/f/a-brief-history-of-estate-taxes-the-great-wealth-transfer","title":"A Brief History of Estate Taxes & The Great Wealth Transfer.","summary":"Estate Taxes and Overall Federal Revenues","date_modified":"2024-03-29T12:00:00Z"}]}