Search our articles archive

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.

Warren Buffett’s advice may now extend beyond the grave.

Insurer’s $25 million fine the largest variable annuity penalty.

Presentation outline by Caroleann Burr.

The personal finance commentator talks about the type of annuity she has a ‘new respect’ for and one that most clients should avoid.

A new working paper by business school professors at the University of Chicago and University of Minnesota also found that industry-wide 7% of financial advisers have been disciplined for misconduct.

Though there may be times when family members become useful support systems, there can be other situations in which they are circling vultures.

Every good planner preaches the glory of diversification. It is a core investing philosophy and a committed approach, rather than a trendy tactic.