How to Make a Wealth-Transfer Plan
A well-designed plan protects your wishes and helps avoid conflict among your heirs. A wealth transfer plan guides the movement of your assets from your
The Importance of Long-Term Care Planning
Long-term care coverage can fill in the gaps other health care insurance leaves behind. Long-term care insurance helps cover the cost of assistance with daily
Preparing for Healthcare Costs in Retirement
For many Americans, navigating the maze of health insurance options—from employer-based plans to individual policies—can be dizzying. Much of that changes at 65. That’s when
What You Need to Know About Investing During an Election
Elections can move the market, but that doesn’t mean you should change your approach Like any big news event, U.S. presidential elections can cause ripples
Understanding Retirement Income Tax
When you retire, you’ll likely draw your income from several sources—such as retirement accounts, taxable investment accounts, and Social Security Benefits. Each of these sources
6 Steps to Protecting Your Wealth During Divorce
A divorce is one of the most difficult transitions you can go through. When you add uncertainty about money, that transition can get even more
5 Rules of Long-Term Investing
These best practices can help you stay invested during the market’s ups and down The COVID-19 pandemic helped put an end to the longest bull
How to Protect Yourself From Identity Theft
Online banking and electronic payment options offer consumers unprecedented access to their financial accounts. Yet, this convenience comes at a price—a greater risk of identity
Is Your Business Protected if Disaster Strikes?
A disaster plan can help your business survive a worst-case scenario. What would happen to your business after a fire, a massive data breach or
