Estate planning: Learning from the famous
A prominent actor or musician dying without a will? Beware of their example.
Insurance, Annuities, and Investments
Blog Listing
End of life planning: What loved ones should know
Establish a sound estate plan and make your wishes known before your death.
Three ways to pay for long-term care
Home health aides, assisted living, or nursing homes can be a major expense.
Protecting yourself against market fluctuations in retirement
There are alternatives that can help buffer your retirement income.
5 steps to a midyear financial review
Time to see if your saving and spending plans are on track or need a course correction.
Crazy stock markets? Count your financial eggs
Sudden market drops point up the value of long-term investing horizons and diversification.
Investing for retirement
Following these time-tested investment principles may get you from the present to retirement.
Selling your business: Planning for the proceeds
After selling your business, you need a strategy to convert proceeds into sources of retirement income.
Where you retire & your wallet: The varying cost of long-term care
Try to strike a balance between quality of care and your optimal retirement lifestyle.
Your ultimate retirement planning guide
Retirement is a journey that should start early with steady navigation. Have a road map.
The ideal retirement portfolio withdrawal rate
Stretching your retirement withdrawal rate to help ensure that your money lasts as long as you do.
6 people who dismiss long-term care insurance, but maybe shouldn’t
Depending on their financial picture, certain groups of people could potentially gain from LTC coverage.
Taxes and retirement: 5 planning tips
Be strategic to lower your tax bill in retirement.
Planning for diminished mental capacity as you age
To retain control of your options as you get older, make plans and formalize key documents ahead of time.
How to start a retirement plan
Saving for retirement is easier the earlier you start. Here’s how to take that all-important step.
Is paying for long-term care part of your retirement plan?
Paying for possible long-term care needs is a growing concern. Planning ahead can help.
Retirement: How to preserve it while helping your parents
Can you help your aging, financially struggling parents without compromising your future financial security?
The retirement income crisis ... and what can be done about it
America’s retirement numbers aren’t adding up, but innovation and growing awareness may offer some relief.
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