August 19, 2019

Part of a series on how to care for your aging parents.

Imagine the outlook for your life changing in minutes. A diagnosis of Alzheimer’s disease can be that stunning. If your parent is diagnosed with Alzheimer’s, how can you help them as they strive to make the most of...

August 12, 2019

Avoid these situations, if you can.

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.

No Strategy.Yes, the biggest mistake is having no strategy at a...

August 5, 2019

Some specifics about the “second act.”

    

Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.  

  

Up to 85% of a retiree’s Social Security...

July 29, 2019

The hows and whys of college savings.

The American family with a child born today can expect to spend about $233,610 to raise that child to the age of 18. And if you’ve already traded that supercharged convertible dream for a minivan, you can expect your little one’s co...

July 22, 2019

Avoid these situations, if you can.

Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible.

No Strategy.Yes, the biggest mistake is having no strategy at a...

July 15, 2019

Express your wishes.

Actor Lee Marvin once said, “As soon as people see my face on a movie screen, they [know] two things: first, I’m not going to get the girl, and second, I’ll get a cheap funeral before the picture is over.”1

Most people don’t spend too much time think...

July 8, 2019

Too many wealthy households commit these common blunders.

   

Many people plan their estates diligently, with input from legal, tax, and financial professionals. Others plan earnestly but make mistakes that can potentially affect both the transfer and destiny o...

July 1, 2019

How can you make things easier on them later in life?

Worldwide, the number of people aged 60 and older is growing.By 2050, this demographic will be more than twice as large as it was in 2015.¹ 

   

Some of these seniors could face a financial test.Will they b...

June 24, 2019

Not all gifts are taxable.

I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is enjoying his retirement. Some of what he’s enjoying about his retirement is sharing part of his accumulated wealth with his family, specificall...

June 17, 2019

The hows and whys of charity in America.

According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017. That’s the first time that the amount has totaled more that $400 billion in the history of the report.1

Americans give to charity for tw...

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July 15, 2019

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