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Apr 1
4 min

"The Brady Bunch" Estate Plan - Planning for Blended Families

Timothy P. Lofton, Managing Partner — Cornerstone Consulting Group | CEO — The Retirement Blueprint™ | Author | Speaker We are the Brady ...

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Tim Lofton

Feb 19
2 min

Retirement Planning Curve Ball

The recently signed legislation, ‘The SECURE Act’ was intended to make saving for retirement “easier” for the “general public”.

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8 Ways The SECURE Act Changes Financial Planning

Tim Lofton

Jan 8
3 min

8 Ways The SECURE Act Changes Financial Planning

The SECURE Act went into effect on January 1, 2020 and brings significant changes for retirement and other financial planning.

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Tim Lofton

Jan 29, 2019
5 min

‘DIEN’s – The NEW ‘DINK’s

Retiring when both spouses work – How to unwind the “DINK” “DIEN” (Double Income Empty Nester) Few married couples retire at the same time;

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Estate Planning When Your Beneficiary is an Addict ...

Tim Lofton

Jan 11, 2019
4 min

Estate Planning When Your Beneficiary is an Addict ...

The opioid epidemic has ravaged the country and created unique planning needs for family's Estate planning should always take into account..

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Tim Lofton

Jun 15, 2018
3 min

Higher Medicare Premiums

Most planners look for ways to help clients minimize their taxes. But have you paid attention to the higher Medicare tab that can hit your..

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How To Avoid Probate in Ohio — Common Methods for Escaping the High Cost, Hassle and Public Scrutiny

Tim Lofton

Jan 15, 2018
3 min

How To Avoid Probate in Ohio — Common Methods for Escaping the High Cost, Hassle and Public Scrutiny

To avoid probate in Ohio, probate attorneys and estate planning attorneys use a variety of strategies available under probate law ...

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"The Brady Bunch" Estate Plan - Planning for Blended Families

Retirement Planning Curve Ball

8 Ways The SECURE Act Changes Financial Planning

‘DIEN’s – The NEW ‘DINK’s

Estate Planning When Your Beneficiary is an Addict ...

Higher Medicare Premiums

How To Avoid Probate in Ohio — Common Methods for Escaping the High Cost, Hassle and Public Scrutiny