by admin | Jul 24, 2015 | Uncategorized
What can be worse than losing a spouse—especially when there are still young children to raise? How about being forced to go through probate and losing needed assets to ex-spouses and estranged family members? If only there had been a will. Advisors are used to...
by admin | Jul 24, 2015 | Uncategorized
Hearts are synonymous with Valentine’s Day, and February is the perfect time to love your heart for American Heart Month. Heart disease is the leading cause of death in the United States, affecting one in four people every year. For women, that number is one in...
by admin | Jul 24, 2015 | Uncategorized
An integrative caregiving plan can help you contain costs and take advantage of the various planning and health care resources available. The wild card in any financial plan is the length and severity of the aging process. Longevity coupled with incapacity can...
by admin | Jul 24, 2015 | Uncategorized
Worried about having enough saved for retirement? Here’s a simple approach: work just a few years longer. By accumulating more savings and shortening your withdrawal period, you’ll reduce the lump sum needed to generate the necessary income at retirement....
by admin | Jul 20, 2015 | Uncategorized
You may have made some resolutions last week to better your mind and your body, and a great way to help both is focusing on your wallet. Making 2015 the year you revamp how you manage your money can secure your financial future and reduce the stress in your life....