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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.
By Alex Diaz, MBA, CFP® Published
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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.
By Gaby C. Mechem Published
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Five Keys to Retirement Planning and Peace of Mind
Long, worry-free retirements don't just happen. You have to make them happen. The good news is that it may not be as hard as you think.
By Josh Leonard, Investment Adviser Published
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Women's Wealth Growing: How to Handle It Like a Pro
Even as women play catch-up because of the gender pay gap and caregiving responsibilities, they're winning financially.
By Tiffany Welka Published
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Ways to Pay for Long-Term Care Expenses
The earlier you start planning, the more control you have over your future, empowering you to make informed decisions and feel more secure.
By Mario Hernandez Published
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Three Ways to Prepare for Long-Term Care Expenses in Retirement
It's likely that most of us will need some kind of long-term care as we age, so it'd be a good idea to start planning for those expenses now.
By Tony Drake, CFP®, Investment Advisor Representative Published
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Long-Term Care Insurance: 10 Things You Should Know
A brief explainer on the most important things to know about long-term care insurance.
By David Rodeck Last updated
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Which Type of Long-Term Care Insurance Works for You?
There are two types: Traditional policies are like good old vanilla ice cream. Hybrid policies are topped with interesting options. Both have pros and cons.
By Joel V. Russo, LUTCF Published
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Deduct Expenses for Long-Term Care on Your Tax Return
Long-Term Care The IRS allows some limited tax breaks on medical expenses and insurance premiums related to long-term care.
By Gabriella Cruz-Martínez Last updated
Long-Term Care