A Living Trust Primer
A living trust is a legal arrangement for managing assets during one’s lifetime, aimed at simplifying estate planning, despite its drawbacks.
05.03.24 Estate PlanningImportant Birthdays Over 50
Crucial birthdays for understanding implications on retirement income.
04.01.24 Estate PlanningWhen Caregivers Become Care Recipients
Hightower CEO Bob Oros shares his story and insights to help ease the transition for others
09.07.23 Women & WealthConquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
09.01.23 Estate PlanningEstate Management Checklist
Important questions to ask yourself about your estate.
07.25.23 Estate PlanningSocial Security: Five Facts You Need to Know
Five facts about Social Security that are important to keep in mind.
07.25.23 Estate PlanningMaking the Most of Your Financial Success After You Retire
A framework for preparing for the next stage of life in order to achieve your personal and financial goals.
03.22.23 Estate PlanningPreparing for End-of-Life Care
The best time to begin planning is often well before you think to do it.
03.22.23 ResourcesInsurance Needs when Married with Children
Considering coverage for your household.
01.03.23 Estate PlanningWhat Happens When There Are No Beneficiaries
Where do those accounts and policies end up? Some accounts have no designated beneficiary. Rarely, the same thing occurs with…
09.06.22 Estate PlanningRetirement Preparation Mistakes
Why are they made again and again?
02.07.22 Estate PlanningWays to Fund Special Needs Trusts
A look at the different choices & strategies.
07.15.21