The risks to your wealth aren’t only in the financial markets. The wealthier you become, the more liability protection matters. …
Special Needs Trusts and ABLE Accounts
A look at the role they can potentially play for families. Parents raising a child with special needs can face …
6 Ways to Fund a Working Mom’s Retirement
As a working mom, whole weeks may go by without the chance to sit down or even think. You’re managing …
Long-Term Care Choices
A look at three other Long-Term Care (LTC) coverage options Traditional long-term care insurance has grown costlier—and some of those …
Dollars and Sense, Social Media and your Money
What influences your spending choices? Social media can pressure you to spend more than necessary. We have all seen our …
Your Financial Retirement Feedback Loop
Sometimes you need a “sounding board” for your ideas and concerns. If you don’t there may be ” feedback ” …
Why Women Are Delaying Retirement
It may be a wise financial choice. It may be a good idea for a woman to retire later rather …
When Spouses Combine Finances
After you marry, to what degree should your financial lives be shared and how do those finances affect your relationship? …
Don’t Discount Your Will
A self-created last will and testament may lead to problems. As an early step in estate planning, you may be …
Can Social Security Be Fixed?
An overview of its current financial dilemma and potential solutions. Will Social Security be different when you retire? Its …