Traditional notions of family are changing in the 21st century. Social conventions are evolving and new reproductive technology advances are challenging the concept of the family. Your estate planning documents…
One in four retirees makes health care costs the number one reason to feel “mentally or emotionally stressed out about preparing for retirement,” according to the Employee Benefit Research Institute’s…
Creating an effective retirement plan for your life involves collaboration with professionals, research, and information. So don’t be shy about asking for help. Starting a plan does not have to…
There are many potential benefits to hiring an investment adviser. They often have a broader, deeper knowledge of money management than you do. This is especially true when it comes…
The American Taxpayer Relief Act of 2012 (ATRA) increased the amount of an estate that is not subject to taxation, known as the exemption, to $5 million. The exemption amount…