Your insurance at mid-life: Gauging if you are underinsured. Life comes with all sorts of curveballs. Sometimes, they’re easily overcome …
You’re Not Your Loved Ones’ Bank
Say ‘no’ to loan requests and protect your wealth—and relationships. Some people may treat you differently when you’ve acquired substantial …
Ask Questions as You Plan Your Estate
Know your options for transferring assets. Some wealthy individuals begin or revisit their estate planning in response to a life …
62, 67, 70: When Will You Retire?
The financial considerations of retiring “earlier” or “later” If you can retire by choice, the question of “when” comes to …
Save and Invest Without Even Thinking About It
Automate your retirement planning and wealth-building approach. Build your emergency fund with automatic transfers. Practically any bank or credit union …
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 …
Advance Health Care Directives
Also known as a living will, personal directive, advance directive or advance decision. Planning ahead for future health care decisions …
The Role of the Power of Attorney
No one likes to consider the possibility of becoming mentally incapacitated due to age, accident or illness, but the fact …
What is the Role of a Trustee
When a trust is created, the creator of the trust names someone to serve as the trustee and to assume …
What is The Role of the executor
An executor ties up personal and/or business affairs after someone passes away. The executor may also be referred to as …