Capturing the Stories of Aging Loved Ones: The Power of Family Wealth Legacy Interviews
How to Pass Down Your Family Wealth Legacy During The Holidays
FAQs About Long-Term Care Insurance
The Perfect Father’s Day Gift for Every Father
Legal Gangsters: I Care a Lot Uncovers the Dark Side of Legal Guardianship—Part 2
Legal Gangsters: I Care a Lot Uncovers the Dark Side of Guardianship – Part 1
7 Ways To Save Big Money On Your 2020 Taxes—Part 2
7 Ways To Save Big Money On Your 2020 Taxes—Part 1
5 Tips For Keeping Kids Connected With Grandparents During the Pandemic
What You Should Know About Long-Term Care Insurance
Planning for Seniors
How to Ensure Your Life Insurance Benefits Go to Your Heirs
Recently, 11 major life insurance companies agreed to pay $763 million to the heirs of deceased policyholders after it was discovered the companies continued billing customers for their policies even after they were dead. This agreement is the second in…
The Talk You Need to Have With Your Parents
When you were a kid, your parents dreaded the talk they had to have with you. You know the one. Well, now that you are an adult, there’s a talk you need to have with your parents that is likely…
10 Common Errors When Naming Life Insurance Beneficiaries That Will Hurt the People You Love – and How to Fix Them
If you make a mistake in naming beneficiaries for your life insurance policy, the people you love will end up being hurt. Insure.com recently provided a list of the 10 life insurance beneficiary mistakes to avoid. We elaborate on how…
5 Key Decisions to Make With Your Spouse Before You Retire
Retirement decision-making for boomers is very different than it was for our parents, when it was usually just one spouse (Dad) who retired, with Mom sometimes reminding him that, “I married you for better or worse, but not for lunch!”…
The Conversation You Must Have With Your Kids and Your Parents
Every single adult needs to have an advance health care directive written, signed and in place. This includes your children, as soon as they turn 18. This includes you. This includes your parents. Without an advance health care directive in…
Striking a Balance Between Funding Your Retirement and Your Child’s Education
Many parents perceive a conflict between funding a child’s college education and building their own retirement nest egg. The conflict usually arises from the lack of financial resources to do both while funding daily living expenses, so parents become stuck…
Tips to Help You Reboot Your Retirement Plan
Planning for a long and prosperous retirement is no longer just about the money; because of the recession, boomers are needing to reboot their retirement plans. Here are six tips to get you on the right track again: Get healthy.…
5 Things We Should Learn From Our Parents About Retirement
When we talk about retirement, most of us are still thinking about our parents’ retirement and how they did – or did not – plan properly for it. It’s no big stretch to think that our retirement will differ significantly…
Holidays a Perfect Opportunity to Check Up on Aging Parents
The holidays are a traditional time for multiple generations to gather together, and are also a perfect opportunity for adult children to perform a reality check on how their aging parents are doing health-wise as well as assess financial and…
Longevity Insurance Can Help Those Worried About Outliving Their Money
With longer life spans comes the necessity to be sure your money is around at least as long as you are. Longevity insurance – where you pay a certain sum to an insurer when you’re in your 60s in exchange…
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