Is the investment held in a tax-deferred retirement plan or an annuity?

Have your Medicare plan costs and/or health care costs recently increased or are you paying for coverage that you don’t use?

The journey of creating a lifetime of continuous care for yourself or your loved one for whom you care may seem daunting at first, but getting started is less overwhelming when you’re organized.

Who you choose as a beneficiary of your retirement accounts, and how you designate each beneficiary, can have a significant impact on your family. Properly designating beneficiaries as part of your retirement planning process can help you contribute to the financial...

Many people struggle every time they open their mail or email. They ask themselves, “Is this important? Do I need this? Should I keep it? Should I throw it away?” Somewhere between the paper squirrel, who saves everything “just in case,” and the purger, who tosses...

Are you financially secure (e.g., adequate emergency fund, no high-interest debt, adequate insurance, financially solvent, etc.)?

Over the past two decades there has been an explosion of supportive housing alternatives, and the options are no longer limited to a choice between staying at home or moving to a nursing home.

IRAs come with a lot of rules, especially when it comes to taxes. Failure to follow the rules can result in penalties, excise taxes, double taxation, and in a worst-case scenario, the loss of your tax-deferred status.

For many women, financial independence is their No.1 concern. But what steps can you take to achieve this throughout your life? Here are a few key action items to help increase financial confidence…

Passing on wealth is not just about getting financial assets to future generations. It’s also about passing on what you think is important and avoiding damage to your children’s relationships with each other. Unfortunately, research shows that for many families the...