October 26, 2018

Having too much of a good thing can be bad for your portfolio.

Perhaps you have a favorite company that you love, and you’ve gradually invested more and more in it, until it has reached an unhealthy portion of your portfolio. Or, you’ve received stock and stock options...

October 19, 2018

Think accumulating assets to fund your retirement has been difficult? Just wait until the time comes to begin distributing these assets.

Most of us view risk and risk management as protecting ourselves and our families against a loss such as property, income or life. L...

October 12, 2018

Becoming the caregiver for a sick or disabled loved one can be stressful physically, emotionally, mentally – and financially.

Sixteen percent of the U.S. civilian population were eldercare providers from 2013-2014, according to data from the U.S. Bureau of Labor Statis...

September 28, 2018

What the 1980 U.S. men’s Olympic hockey team can teach us about late-stage retirement planning.

It was February of 1980, at Madison Square Gardens during the height of the Cold War. It was there that the U.S. men’s Olympic hockey team took on what experts considered th...

September 14, 2018

A trust may be one of the best options for ensuring your memory lives on. Here are two that may be right for you.

Discussing death is never a pleasant aspect of financial planning, but it’s certainly one of the most important. While no one likes to discuss his or her o...

September 6, 2018

Five essential questions to ask yourself before you tap retirement savings.

A culmination of a lifetime of hard work, careful planning and diligent saving, retirement is expressed and experienced in countless ways, but the financial journey starts with one simple step:...

August 30, 2018

What the 1980 U.S. men’s Olympic hockey team can teach us about late-stage retirement planning.

It was February of 1980, at Madison Square Gardens during the height of the Cold War. It was there that the U.S. men’s Olympic hockey team took on what experts considered th...

August 18, 2018

Across the United States, ethical wills are becoming a popular estate planning tool used to ensure legacies for generations to come.

Many Americans are beginning to realize there may be a gap in their estate plan. Sure, long-term care insurance, a living will, a regula...

August 9, 2018

How to talk to your parents about their estate plans without looking like a vulture.

Few conversations can be harder to have with your parents than asking about the plans they’ve made for their death. Even in the healthiest parent-child relationship, broaching that sub...

July 25, 2018

Charitable trusts are a handy tax-saving tool. But they can also greatly benefit a charity of your choice

More and more retirees are volunteering for charities and non-profits in an effort to contribute to their community and stay active and healthy. Even the Peace Corp...

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