Tuesday, June 11, 2024

Having a desire to give and a philanthropic mindset are important qualities to have in modern society. With so many economic and social challenges today, contributions to charities and philanthropy efforts are needed now more than ever.

Tuesday, June 4, 2024

Market volatility can unsettle the most seasoned of investors, but with strategic planning and a calm approach, it's possible to weather the storm and emerge in a stronger position.

Tuesday, May 28, 2024

Retirees often have the time, freedom, and desire to explore new destinations and make the most of their golden years. With careful planning, senior travelers can work towards preparing trips that are safe, enjoyable, and stress-free.

Tuesday, May 21, 2024

Delaying retirement appears to increase longevity among men in particular, but it does not seem to have any significant impact on the likelihood of developing health problems like diabetes and depression.

Tuesday, May 14, 2024

Planning for retirement is exciting, but it may come with a bit of stress. If you worked hard all your life, now might be the time to relax and enjoy the fruits of your labor.

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Tuesday, May 7, 2024

Nearly 56 million American adults are 65 or older, and the demand for community living and estate planning services may increase over the next few decades. Do you know what arrangements you need to make when the time comes?

Tuesday, April 30, 2024

A common piece of standard life insurance advice is to get it as early as possible — and there are good reasons why. If you're young, purchasing a term life insurance policy is usually much cheaper than it will be a decade or two later.

Tuesday, April 23, 2024

If you're nearing retirement age, you know the Social Security process and how much you will likely receive. With that information, you may have also anticipated that your Social Security benefit would not be enough to sustain you in...

Tuesday, April 16, 2024

Often, there is a misconception that seeking financial help indicates incompetence or lack of financial self-sufficiency. However, seeking help is the exact opposite. High-performing individuals who excel in their respective fields...

Tuesday, April 9, 2024

We spend billions annually on our pets, so pet planning really is prudent Are you a good pet owner? Owning an animal means more than feeding it and loving it. Pets aren’t cheap, so doing right by Fido or Tabby involves financial...

Tuesday, April 2, 2024

Lower healthcare costs, fewer medications and a reduced need for LTC Aging is inevitable, but how we age is, to a significant degree, within our control. For adults between the ages of 35 and 55, contemplating the years leading up to...

Tuesday, March 26, 2024

Technology continues to grow and evolve, allowing us to stay connected and perform many daily tasks from home. There is a drawback to technology, however. It often leaves us more vulnerable to scammers who hide behind the anonymity...

Tuesday, March 19, 2024

You are finally retired after a lifetime of hard work, juggling responsibilities, and managing stress. During the pre-retirement phase, you did some planning, excited with the prospect of checking off that long list of all the things...

Tuesday, March 12, 2024

As Samuel Goldwyn once said, "The harder I work…the luckier I get!" 1 But when it comes to investing, luck may play a huge role in outcomes—no matter how hard you work.2 Below, we discuss some ways that luck may...

Wednesday, March 6, 2024

While women are sometimes considered to be more reluctant to invest than their male counterparts, when they do invest, they tend to outperform males and often get a greater overall return. Interestingly, this initial perceived...

Tuesday, February 27, 2024

A perspective shift occurs in the wealth landscape; many now recognize health as the new wealth. Healthcare, long-term care (LTC) insurance, and other wealth-related financial instruments have become essential considerations for HNW...

Tuesday, February 20, 2024

With proactive planning and smart strategies, its impact can be mitigated As a retiree, one of the significant financial challenges you may encounter is inflation. The rising costs of goods and services can erode the purchasing power...

Monday, February 12, 2024

In the world of investing, risk and reward go hand-in-hand. To help manage risk and reward, investors often utilize a portfolio diversification strategy that mitigates risk while working toward accumulation across asset classes....