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Preparing Your Finances For End of the Year

Can you believe it’s nearly winter? Before you know it, the holiday season will be over.

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Prioritizing Your Retirement Needs, Part II
Eating the Estate Planning Elephant… One Bite at a Time, Part II

You may have been cohabitating with your proverbial estate planning elephant for some time now, but if the first part…

Eating the Estate Planning Elephant… One Bite at a Time, Part I

No one wants to look at it, no one even wants to think about it, yet there it looms —…

How to Plan Your Estate as a Cohabitating Couple

Estate planning can seem like a long, uphill battle to a land that is optimistically distant.  No one likes to…

Will Power

According to a recent report, only 42% of American’s have estate planning documents, such as a will or living trust.1…

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Put it in a letter

Most people don’t spend too much time thinking about their own funeral, and yet many of us have a vision…

When heirs are imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Tips for Finding Care for Your Special-Needs Child

How do you find care for your special-needs child? The need to care for special-needs children may continue into their…

Problems with Probate

Many people have heard they should avoid probate, but few understand what probate is and how the process works. What…

Asset Allocation

If you live in or have visited a big city, you’ve probably run into street vendors – people who sell…

What is an Annuity?

Individuals hold more than $2.0 trillion in annuity contracts; a tidy sum considering an estimated $7.4 trillion is held in…