A trust is a legal vehicle that protects your assets that contains instructions for your assets when you die or become incapacitated. When you set up a trust, you transfer…
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A Quick Guide to Estate Planning for Those With High Net Worth Even if you never thought of yourself as especially wealthy, there may be a fair chance that you…
What’s a better way to celebrate autumns highly anticipated arrival than a harvest festival? From splendid foliage, to flying pumpkins, and delicious seasonal treats, these five annual festivals are certainly…
As you near age 65, you may start to think about Medicare. How do you sort through your coverage options? When (and how) do you enroll? And what if you…
Because inflation could reduce your purchasing power over time, you’ll probably need to contribute more to your retirement plan than you think. What seems like a healthy amount now is…
The “sandwich generation” is the descriptive term for adults generally between the ages of 40 and 59 who are raising a minor child (or supporting a grown child) while also…
The golden rule of financial planning: if you can plan it, you can pursue it Over the past July 4th, we celebrated our country’s history of declaring independence and guaranteeing…
As the U.S. population continues to age, the number of individuals requiring extended care for chronic, debilitating conditions increases. Chances are that you, a relative, or someone else you know…
There was a time that retirement meant, for many people, sitting in the sun in a southern retirement community along with a host of fellow retirees. However, today retirement means…
Although small business owners wear many hats, too often, the one labeled “Retirement Planner” is not among them. Hats may add panache but, basically, they’re for protection. Today, preserving your…