For some people with complicated personal and financial lives, today’s complexities may not be...
Archive - May 2019
What Can I Expect for Healthcare Costs in Retirement?
The nation's health expenditure growth is anticipated to average 5.5 percent annually from 2017...
Communicate Your Wishes and Have the Documents in Place
You should have proper estate planning documents in place to protect yourself and your assets in...
Gifting While You Can See the Impact
Why put off for tomorrow what you can do today? That adage might ring true for your family, as you...
Worried about a Spouse Needing Nursing Home Care?
Let’s take one couple, Tom and Louise, who have been married to each other for over 50 years and...
What Are the Six Most Frequent Estate Planning Mistakes?
Let’s talk about death. Specifically–have you planned what will happen after yours?
Are Your Company Benefit Plan Designations Up-to-Date?
Upon passing, your will outlines who gets what, when and how (outright or in trust). Your named...
How Does a Roth 401(k) Work?
Investors hear a lot about the importance of diversifying their retirement portfolio. Having the...
When is it Time to Take Over Parent’s Finances?
Telling an elderly parent that they need to stop driving and taking away their car keys, is one of...
Are You Making a Long-Term Plan?
Middle-income earners are more focused on planning their funerals than arranging for long-term...