Planning for Diminished Capacity or Illness
We have outlined some of the major areas to consider when preparing a partner to take over financial management below. The items have been divided into regular daily tasks, tasks that are annual or less frequent as well as estate planning concerns.
Reasons More Women Should Plan for Widowhood and What They Can Do to Prepare
Despite their prevalence, there is a large population of financially unprepared widows. By implementing these 5 tips, women can have a solid financial plan & enhance their retirement in the process.
How Your Financial Planner Can Help You Prepare for Tax Season
Your financial planner is a great resource to leverage as you prepare for the tax season and look for strategic ways to maximize savings. Learn how working with a planner this tax season can create efficiencies and save you money.
Reverse Mortgages: Uses in Financial Planning
Curious about reverse mortgages? Learn how they work, who qualifies, and how they can support your retirement income strategy—especially when delaying Social Security benefits or avoiding portfolio drawdowns.
How to Make a Savings Plan in Your 20's and 30's
Not sure how to prioritize savings in your 20s or 30s? Learn to build your emergency fund, invest in your 401(k), and grow long-term wealth.