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No one wants to be audited, and knowing how long your tax return can be attacked is important.

There’s no time like the present to make sure all your estate-planning ducks are in a row.

It probably seems like your worst nightmare: Your parent has just died, and as you begin the painful and exhausting process of grieving, you learn you have basically been made secretary of his or her death.

I recently returned from a few days at the long-term care insurance industry’s national conference, held this year in Colorado Springs.

Skilled care — whether at home, in an institutional setting or by a professional caregiver — is one of the most significant financial demands clients face in retirement.

A couple of years ago a nurse named Bronnie Ware, who counselled patients in their final 12 weeks, published a book called The Top Five Regrets of the Dying. While the five regrets made the rounds back then, we thought they warranted another look.

When financial planner Darcie Guerin’s 20-something daughter informed her she was getting married, Guerin says she replied, “Well, if you want me to come to the wedding, you and your fiancée have to first have your HIPAA and Power of Attorney forms signed for me.”

Most Americans have long ago come to the conclusion that retirement isn’t going to be all travel and tennis.

Advisors know well that being wealthy doesn’t guarantee happiness (just as Lennon and McCartney knew that money can’t buy you love), but it seems that there should be some correlation between wealth and happiness.

Genworth study breaks down costs for adult day care, home-based help and nursing homes.