Latest
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Do You Know the Power of Whole Life Insurance in Retirement?
Worried about legacy planning, market volatility or where to get cash to cover surprise medical or home repair bills? This little-known tool could help.
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7 Estate Planning Best Practices
These tips can help you avoid common trouble spots and create a more effective plan.
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5 Key Components of an Estate Plan — and 7 Others to Consider
Whatever your circumstances, you can take these steps to build an estate plan that benefits both you and your loved ones.
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Gifting Earlier Rather Than Later Can Reap Big Tax Benefits
Even with Donald Trump's win, the future of the Tax Cuts and Jobs Act remains uncertain, so here's how to make the most of its provisions while you still can.
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Life Insurance Beneficiary: What It Is and How It Works
Have you designated your life insurance beneficiary? Take just a moment now to protect your legacy.
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Three Easy But High-Impact Moves for Retirees
Keeping finances in order is a chore, especially in retirement, but these three simple and impactful moves will help you now (and your heirs in the future).
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Who Should Be the Trustee of My Real Estate Portfolio?
Sponsored Make sure your family’s property assets are stewarded from one generation to the next
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Buckle Up: Five Risks to Avoid on the Road to Retirement
As retirement approaches, keep an eye out for the last remaining bumps in the road that could put a serious dent in your hard-earned savings.
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What Is a Living Trust?
A living trust lets you decide how your assets should be managed, both in your lifetime and after you're gone. Do you need one?
