Building a life you’re proud of has taken a lot of work. Now’s the time to make sure your legacy lives on. Whether you’re a seasoned investor or even just getting started, estate planning is ...

Estate planning can provide security and direction for the future, and a financial advisor can streamline the process. When it comes to estate planning, selecting the right financial advisor might ...

While it may sound like something that wouldn’t happen to someone who was careful, Hodges said he’s seen it himself when ...

Roger Nusbaum submits: A financial plan that is. If your financial life is more complicated than how-much-ya-got-and-can-you-live-on-4%-of-that, you need a plan. There are so many ruinous mistakes ...

We don’t like to think of our own death, but given its inevitability, sooner of later, we need to be ready to pass along our worldly goods to others. Having a good estate plan is key. One of the ...

According to research by the American Psychological Association, the total number of American citizens in the 65 and older age bracket is on track to double from 46 million to over 98 million by the ...

Estate planning attorneys recommend Revocable Trusts over Simple Wills. Trusts are more efficient ways to provide for your own benefit (1) in case you become incapacitated, (2) to transfer assets upon ...

College is exciting. It’s also an experience that requires planning. A college planning schedule can help guide you as you plan everything from college visits, taking college admission tests, ...

About a month ago, I had an interesting conversation with a chief human resource professional about succession planning. Her school district had seen a great deal of change in senior level staff ...