Uncomfortable truths about disability that may surprise you
Statistics and data show that disability is more of a possibility than most people think.
Insurance, Annuities, and Investments
Blog Listing
5 potential retirement obstacles
Unexpected situations such as illness, injury, or career interruption can slow retirement savings.
Three ways to pay for long-term care
Home health aides, assisted living, or nursing homes can be a major expense.
How to avoid probate without setting up a trust
You want to be able to transfer your assets to the next generation with as little red tape as possible.
Types of annuities and how they work
There are a variety of annuities that offer different payouts and benefits.
Married to a non-citizen? 3 estate planning traps
Some tax and property advantages for married couples don’t apply if one is a non-U.S. citizen.
Living with special needs: The sibling perspective
How to be emotionally and financially prepared to care for your sibling with special needs.
Finding family balance: Special needs vs. everybody’s needs
Being a special-needs parent can make it hard to balance both time and finances.
Crafting a financial strategy for your special needs family
Estate planning tools can help provide for a person with a disability after their caregiver is gone.
Lending money to family: Is it a good idea?
If you plan to loan money to family, there are some key questions and considerations you should keep in mind.
What's your retirement plan for living longer?
Retirement savings plans need to account for longevity as more Americans are living longer.
You’re an executor…now what?
Settling an estate is a difficult job that takes patience and organization.
New Year’s financial resolutions: Smart goal-setting for success
Financial New Year’s resolutions should be realistic, achievable goals.
What to do with an old retirement account?
Understand your options when dealing with an old retirement account.
Wealth management: Is setting up a trust right for you?
Setting up a revocable or irrevocable trust is an essential part of any wealth management strategy.
Your business, retirement, and the odds of liquidation
If you are a business owner looking to retire, beware of liquidation pitfalls.
The right business successor: Key to retirement
Retiring business owners should create a succession plan to protect their family and successor.
The health hazards of being a boss
Happy Boss's Day? Mid-level bosses may suffer from stress levels higher than most.
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