Asset-based long-term care solutions: A more flexible option
As we’re living longer, asset-based long-term care insurance can help you live your best life well into retirement.
Estate planning complexity with the rise of new technologies – Copy
The language used in important documents may need to shift to reflect recent technology and family dynamics.
Money and marriage
Marriage is a thrilling journey, but comes with the need for careful financial planning.
Embarking on an encore career as an entrepreneur
Starting a business in retirement.
Social security survivor benefits: 6 things to remember
Understanding how social security benefits apply to a surviving spouse is essential to creating an effective retirement income plan. Here’s what you should know:
Tech nostalgia: In with the old
What inspires the recent appeal of obsolete technology.
Foster financial literacy and family values
The two go hand in hand when preparing your heirs.
Charitably minded investors can satisfy RMDs with QCDs
Qualified charitable distributions allow your required IRA distributions to benefit a worthy cause – while you benefit from a reduced tax liability.
Supercharge your retirement savings with the ‘super catch-up’ contribution
This significant change could boost your retirement savings as you approach retirement.
529s Are More Than a College Savings Tool
These versatile savings accounts are a powerful estate planning vehicle.