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The process of weeding through a house full of stuff and parting with old possessions can be difficult and overwhelming for many people.Can you offer any helpful tips for downsizing?

Does Medicare cover second medical opinions? The doctor I currently see thinks I need back surgery, but I would like to get some other treatment options before I proceed. What can you tell me?

How long should a person hang on to old receipts, stock records, tax returns and other financial documents?

Talk about the financial and long-term caregiving needs and eventual death of your parents!

Loans help planners deploy strategies to ensure clients won’t outlive their money

Imagine a snapshot of American giving. What would it look like? Would it portray an abundantly generous America, or show a dismal lack of involvement in charitable causes and civic society?

The end of the year still seems far off for clients with individual retirement accounts who must take required minimum distributions by that time. But it’s never too early to start planning for it.

You think you‟ve done everything right: Your parents or other relatives have signed a durable power of attorney…

“This … is the end … of my life.” These would be my patient’s only words — an economy of phrasing made necessary by an all-consuming air hunger.

When clients read the sobering statistic that seven in 10 people will require long-term care in their later years, they may assume they will be among the healthy 30% who don’t need assistance with the activities of daily living, such as walking, eating or bathing.