5 steps to performing a midyear financial plan review
Time to see if your saving and spending plans are on track or need a course correction.
Insurance, Annuities, and Investments
Blog Listing
Three ways to pay for long-term care
Home health aides, assisted living, or nursing homes can be a major expense.
How directed trusts can help meet your estate planning needs
Beyond administration, they can help keep your investment philosophy on track.
Your ultimate retirement planning guide
Retirement is a journey that should start early with steady navigation. Have a road map.
A retirement roadmap for DINKs
Kid-free couples need a bigger financial war chest to pay for long-term care expenses as they age.
Planning for your old age … while still of sound mind
To retain control of your options as you get older, make plans and formalize key documents ahead of time.
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.
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.
5 retirement risks and what to do about them
Recognizing these challenges ahead of time is the first step to mitigating them.
Taxes and retirement: 5 planning tips
Be strategic to lower your tax bill in retirement.
How to help parents in retirement while preserving your own plan
Can you help your aging, financially struggling parents without compromising your future financial security?
How to start a retirement plan
Saving for retirement is easier the earlier you start. Here’s how to take that all-important step.
Retiring early? A guide for securing health insurance
Health insurance can be costly if you retire before you are Medicare eligible. Explore your options.
You may be overpaying your taxes if …
Through penalties, underfunding, or dividend goofs, you may be giving the IRS more than you owe.
What to do with real estate proceeds?
You can save, supplement your retirement, pay off debt, or invest for growth.
Retirement planning: What women do right
Women plan well for retirement, but they still lag behind men in account balances.
Are you liable for your parent’s nursing home bills?
Adult children may be legally responsible for their parents' long-term care costs.
Financial professionals are equal parts educators and advocates
Guidance makes planning your financial future and protecting your family easier.
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