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14 Rapid-Fire Estate Planning Tips
There’s a lot to keep up with when estate planning. These tips could help, from updating beneficiaries after changing your plan to understanding will-substitute options like transfer on death.
Does Financial Fear Have You Spooked? Don’t Cower — Fight
Take a page from the heroes and heroines of scary movies and conquer the monsters that are keeping you from tackling your money fears.
By Neale Godfrey, Financial Literacy Expert Published
Things You’ll Regret Keeping in a Safe Deposit Box
savings Locking up certain important documents and valuables in a bank vault could turn into a headache for you or your heirs.
By Bob Niedt Last updatedsavings
Tips for Managing Money for an Incapacitated Loved One
Choosing a decision-maker before anything happens is crucial. So is getting legal documents and financial planning in order.
By Thomas C. West, CLU®, ChFC®, AIF® Published
It’s Estate Planning Week: Here’s How to Get Started
You’re not too young, you do have enough assets, and don’t you want to make things easier for your loved ones after you pass away?
By Shane W. Cummings, CFP®, AIF® Published
How to Guard Your Finances in Case Cognitive Decline Sets In
Many of us are at risk of cognitive decline, but there are things we can do to protect our finances from its effects.
By Chris Heye, PhD Published
How Is Your Post-Retirement Stacking Up? Three Key Questions
Financial planning doesn’t stop at retirement, so it’s important to keep track of how much income you actually need, what your income sources are and more.
By Chuck Cavanaugh Published
Financial Planning Now That Your New Baby Has Arrived
First, congratulations! Second, a seasoned wealth adviser is here to share his knowledge and experience of planning for and protecting the future of his newborn.
By Kara Duckworth, CFP®, CDFA® Published
Here’s How You Can Avoid Succession Drama at Your Company
Poor succession planning was at the heart of the HBO show Succession, but this financial advisory business owner is here to help you prevent that from happening at your business.
By Keith Ellis, Investment Adviser Published
Are Your Heirs Prepared?
With wealth being transferred between generations, a surprising number of heirs are not ready to receive an inheritance.
By Elaine Silvestrini Published