Latest
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A Good Estate Plan Requires Four Key Elements
An estate plan can be complex or simple, depending on your estate and your wishes, but every estate plan should accomplish the following basic goals.
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Five Reasons Not to Give Your Child Power of Attorney
When drawing up powers of attorney, older parents will most likely name adult children as their representatives. But is that always the smart choice?
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What the Great Wealth Transfer Means for Financial Advisers
Clients depend on their financial advisers to encourage them to tackle estate planning and guide them through complex strategies and potential family disputes.
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Investment Management: A Return to Simplicity
Here's how financial professionals can find the sweet spot between using sophisticated investment strategies and creating more simplicity for their clients.
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Build Your Dream Retirement With These Five Steps
Dreaming about life after work? Turn your dreams into a concrete, actionable plan by nailing down the why, what and how of your retirement.
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Here's How Retirement Changes Your Taxes
How you approach taxes in your golden years and in the years before retirement can dramatically impact how much you pay.
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If Not Long-Term Care Insurance, Then What?
If you don't buy long-term care insurance, how can you plan to cover your long-term care needs once they (most likely inevitably) arise?
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What to Consider Before You Invest in Alternatives
A new economic paradigm points to the advantages of adding alternative investments to your portfolio for diversification and possibly higher returns.
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Three Key Questions for Small-Business Owners in 2025
Now is a great time to consider how best to position your small business for another successful year.
