Also known as a living will, personal directive, advance directive or advance decision. Planning ahead for future health care decisions …
The Role of the Power of Attorney
No one likes to consider the possibility of becoming mentally incapacitated due to age, accident or illness, but the fact …
Using Trusts as Part of Your Estate Planning
There are advantages and disadvantages to using a trust as an estate planning tool. Depending on your goals, the use …
CONSOLIDATING RETIREMENT PLAN ASSETS
You may find that you have accumulated a number of workplace retirement accounts over the years. Consider consolidating these assets …
Deciding What’s Next
As you retire, how do you want to move forward with your life? The biggest retirement questions are not necessarily …
Family Wealth Management: Tips for A Successful Transition Between Generations
Key Points Develop a family financial map Communicate early and often Be clear about your expectations and values Introduce your …
Take a Systematic Approach to Long-Term Investing
While market declines, corrections and downturns can be disheartening, they can also be opportunities for investors with workplace retirement plan …
Financial Issues as Retirement Draws Near
Careful planning in the months before retirement can help you ensure a smooth transition. Key Points You should try to …
10 Rules for the Retirement Road
Key Points Today is the best time to start planning for retirement. Why? Time can be an investor’s greatest asset. …
Investing For Your Retirement Goals
Americans are living longer, healthier, and more active lives than past generations, and they want to ensure their healthcare and …