A well-designed plan protects your wishes and helps avoid conflict among your heirs. A wealth transfer plan guides the movement of your assets from your

Long-term care coverage can fill in the gaps other health care insurance leaves behind.  Long-term care insurance helps cover the cost of assistance with daily

A divorce is one of the most difficult transitions you can go through. When you add uncertainty about money, that transition can get even more

When you retire, you’ll likely draw your income from several sources—such as retirement accounts, taxable investment accounts, and Social Security Benefits. Each of these sources

Learning how emotions affect decisions can make you a better investor Are you a better-than-average driver? Chances are, you answered yes. That’s because nearly three-quarters

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The increasing cost of higher education saddles many young adults with massive amounts of student debt. This student debt makes it harder to balance other

No financial plan is complete without an estate plan. Estate planning covers all aspects of your life, from creating your will to planning medical decisions.

Are you in the ‘Sandwich Generation’? If you have the responsibility of simultaneously raising kids and looking after your aging parents, then this article is

People commonly make the mistake of leaving their old retirement accounts behind when they change jobs. While it’s perfectly legal to do this, there are

As a generation of Americans grows older, a considerable amount of their personal wealth is transferring to younger family members.  In fact, over 60 trillion

Ever find yourself daydreaming about retirement? Whether your dream retirement entails traveling the world, dedicating time to beloved hobbies, or helping your children and grandchildren,

Did you know that 67 million people received Social Security benefits in 2017? Despite so many retirees relying on Social Security income, many don’t fully