Managing your finances in retirement can be surprisingly tricky. After all, in 2021, the average income for individuals 65 and older was $55,335 per year, according to the Bureau of Labor Statistics ...

As you or your parents get older, it’s natural to start thinking about the future and the financial impact of long-term care. Many people worry that nursing home costs and medical expenses could ...

An important gap in many financial plans is the failure to review with an estate planner the potential risks to losing assets and the ways available to protect those assets. The risk to estate leakage ...

It’s hard to grasp the sobering feeling of seeing your home address in a court filing, or worse, watching a beloved property threatened by natural disaster until you’ve experienced it firsthand. The ...

Growing your wealth is one thing, but what about what to do when you gain a lot of assets? You’ve worked so hard to earn what you have that you don’t want to lose it or put it in any danger, so you ...

Life is unpredictable. Even the most carefully laid plans can go awry. But while life is full of the unexpected, estate plans can help you control the impact that the unexpected can have on your ...

Most people want a more secure financial future, but it’s easy to get stuck thinking only a few months ahead. A decade can feel like a long time, yet it’s amazing how much can change when you give ...

Picture this: You're sitting down to lunch with an extremely successful prospect and you're hitting it off. He has amassed a net worth of millions and would make a valuable client. You think you've ...

Learn how to safeguard your retirement assets during divorce by understanding asset division rules and pension payouts. Plan ahead to protect your financial future.