When Alzheimer’s Disease Is Diagnosed
Part of a series on how to care for your aging parents. Imagine the outlook for your life changing in minutes. A diagnosis of Alzheimer’s...
Eight Mistakes That Can Upend Your Retirement
Avoid these situations, if you can. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable,...
A Retirement Fact Sheet
Some specifics about the “second act.” Does your vision of retirement align with the facts? Here are some noteworthy financial and...
Getting a Head Start on College Savings
The hows and whys of college savings. The American family with a child born today can expect to spend about $233,610 to raise that child...
8 Mistakes That Can Upend Your Retirement
Avoid these situations, if you can. Pursuing your retirement dreams is challenging enough without making some common, and very avoidable,...
Put it in a Letter
Express your wishes. Actor Lee Marvin once said, “As soon as people see my face on a movie screen, they [know] two things: first, I’m not...
Will You Avoid These Estate Planning Mistakes?
Too many wealthy households commit these common blunders. Many people plan their estates diligently, with input from legal, tax, and...
Helping Your Parents Manage Financial Tasks
How can you make things easier on them later in life? Worldwide, the number of people aged 60 and older is growing.By 2050, this...
The Gift Tax
Not all gifts are taxable. I’d like for you to meet my friend, Hugh. He’s a retired film stuntman who, after a long career, is enjoying...
Trends in Charitable Giving
The hows and whys of charity in America. According to Giving USA 2018, Americans gave an estimated $410.02 billion to charity in 2017....