Search our articles archive

The U.S. has laws and procedures to protect those who buy and sell property that could be contaminated, but there is little that protects heirs.

I have been thinking about getting a long-term care insurance policy, but have found the monthly premiums to be very expensive. How can I find cheaper coverage?

I’m approaching 65 and am interested in a Medicare Advantage plan to cover my healthcare and medications. What tips can you provide to help me pick a plan?

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.