Latest
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How Women Can Navigate Competing Priorities as They Age
It takes planning and some frank conversations, but women can aim for a happy and financially secure retirement while supporting loved ones. Here's how.
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Want Your Kids to Inherit? You Need an Asset Protection Plan
You've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy.
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Are You an Estate Planning Procrastinator? Where to Start
Quit putting it off, because it's vital for you and your heirs. From wills and trusts to executors and taxes, here are some essential points to keep in mind.
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Five Options for Retirees Who No Longer Need Life Insurance
If you're retired and you've checked with your financial planner that life insurance is no longer vital, here are five ways you can turn it to your advantage.
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Don't Wait to Lock In High Estate and Gift Tax Exemptions
One of the most sweeping changes to U.S. tax code in modern history could be on the horizon. Now is the time to maximize the legacy you leave your loved ones.
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How a Financial Adviser Can Help You Sleep at Night
When it comes to your money and planning for your retirement, legacy and more, you might need a professional to help you stay on top of it all.
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Debunking the Myth of the Silver Spoon
Just because your family is wealthy doesn't mean life's all smooth sailing for your kids. When family dynamics are complicated, communication is key.
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Focus on These Five Critical Areas in Retirement Planning
Worried about how you'll pay for your retirement? It can help to structure your finances around five key areas: taxes, income, medical, legacy and investments.
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Inheritance, Simplified: How Assets Are Passed Down
Here's a breakdown of the logistics, including probate, taxes and who gets what if you die without a will.
