A Widow’s Worst Nightmare

A Widow’s Worst Nightmare

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...
Love Your Heart This Valentine’s Day

Love Your Heart This Valentine’s Day

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...
Holistic Help for Caregivers of Aging Parents

Holistic Help for Caregivers of Aging Parents

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...
A Workable Solution for Baby Boomers Near Retirement

A Workable Solution for Baby Boomers Near Retirement

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....
5 tips for making 2015 your best financial year

5 tips for making 2015 your best financial year

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....