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What You Need to Know About Annuities With GMIB Riders
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Annuities with guaranteed income benefit riders are popular and appear valuable, but let’s run the numbers.
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Spendthrift Trusts
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Trusts can be quite useful for protecting children. However, for some children, the trust serves an additional function: It protects the principal from being rapidly spent by a child. These trusts have a specific name—they are called “spendthrift” trusts.
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Misguided Money Ideas I Keep Hearing
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Misconceptions about Social Security, bonds and paying off your mortgage.
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What Doctors and Families Have That Advisors Don't Have
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The CFA Institute’s Bob Stammers argues that financial advice is ultimately about behavior change, which only a relationship of trust can foster.
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Bequests to Your Favorite Charity
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Bequests to charity are the most popular type of planned gift. A donor may retain assets during life and then leave a bequest to a charity.
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How Much Life Insurance Should You Buy
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Most methods of determining how much, and what type, of life insurance a client needs are imperfect.
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How To Fund Your Living Trust
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A revocable living trust is one of the principal estate planning methods. While everyone should have a will, there are many benefits of a revocable living trust.
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Better Odds Playing Powerball Than Picking Best Mutual Fund
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Research Affiliates argues that the few investors who manage to select superstars will likely dump them before their worth is proven.
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Dementia 101 - 6 Ways Dementia Changes How You Think
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Dementia is a scary word with an often scarier reality. Understanding the experience of dementia, or as it is now clinically called Neurocognitive Disorder (NCD), can help shift our perspective.
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The Top 5 Money Problems Americans Face
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Most of us are no strangers to financial issues. You may have heard about the groundbreaking AP research from last year, which found that 4 out of 5 American adults are faced with economic insecurity at some point during their lives.
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