Know your options for transferring assets. Some wealthy individuals begin or revisit their estate planning in response to a life …
The Role of The Guardian
Also referred to as a conservator or protector. A guardian is named to serve for the benefit of a minor …
Deciding What’s Next
As you retire, how do you want to move forward with your life? The biggest retirement questions are not necessarily …
Family Wealth Management: Tips for A Successful Transition Between Generations
Key Points Develop a family financial map Communicate early and often Be clear about your expectations and values Introduce your …
Take a Systematic Approach to Long-Term Investing
While market declines, corrections and downturns can be disheartening, they can also be opportunities for investors with workplace retirement plan …
Financial Issues as Retirement Draws Near
Careful planning in the months before retirement can help you ensure a smooth transition. Key Points You should try to …
Investing For Your Retirement Goals
Americans are living longer, healthier, and more active lives than past generations, and they want to ensure their healthcare and …
Special Needs Trusts and ABLE Accounts
A look at the role they can potentially play for families. Parents raising a child with special needs can face …
Don’t Discount Your Will
A self-created last will and testament may lead to problems. As an early step in estate planning, you may be …
Can Social Security Be Fixed?
An overview of its current financial dilemma and potential solutions. Will Social Security be different when you retire? Its …