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Wealth & Wellness

Estate Planning

A Guide to Planning Financially for Long-term Care

According to a study conducted by the Administration for Community Living in 2020, a 65-year-old has an almost 70% chance…

03.21.25
Finance Planning & Investments

Strategies to Manage Rising Healthcare Costs

For many Americans, healthcare costs are a major source of worry as they prepare for retirement. Many retirees and pre-retirees…

01.31.25
Finance Planning & Investments

How to Avoid Caregiver Burnout

There is a large, often silent group of warriors in just about every context of our lives – at work,…

12.31.24
Women & Wealth

The Silent Costs of Caregiving as Women

More than 53 million Americans administer care to their loved ones, with 61% of those caregivers being women.1 But, caregiving…

11.25.24
Estate Planning

Eldercare ABCs: Unraveling Caregiving Terms

Helping an aging loved one will likely expose you to many new terms and some doctor-speak that will confound you…

11.05.24
Estate Planning

New to Medicare? Here’s What You Need to Know

Ask yourself these six crucial questions when enrolling in Medicare for the first time

09.24.24
Estate Planning

Medicare: It’s Not That Complicated

Choosing a Medicare Plan that Matches Your Lifestyle and Needs Understanding Medicare and choosing the right plan can be challenging…

09.24.24
Estate Planning

When Caregivers Become Care Recipients

Hightower CEO Bob Oros shares his story and insights to help ease the transition for others.

09.07.23
Estate Planning

Preparing for End-of-Life Care

The best time to begin planning is often well before you think to do it.

03.22.23

Wealth Preservation

Resources

Managing the Risk of Outliving Your Money

“What is your greatest retirement fear?” If you ask some pre-retirees this question, “outliving my money” may be one of…

03.05.25
Finance Planning & Investments

Guidelines for Effective Family Meetings

Maintaining a balanced lifestyle involves more than financial health; it’s about gracefully handling life’s challenges with the right support. Family…

10.02.24
Finance Planning & Investments

Breaking the Silence: Starting the Financial Conversation

Achieving a balanced life goes beyond just managing one’s finances. It requires developing the ability to handle various obstacles throughout…

10.02.24
Estate Planning

Choosing An Executor And/Or Trustee

The importance of choosing an executor or trustee for one’s estate plan or living trust and helpful criteria for selecting…

09.10.24
Estate Planning

Understanding Required Minimum Distributions (RMDs) and How to Plan for Them

An overview of RMDs and examples of strategies.

08.29.24
Estate Planning

Retiring Early? Here’s What To Consider

Planning options and a helpful checklist for people considering early retirement.

08.19.24
Estate Planning

Living Longer Means Rethinking Retirement and Careers

It’s important to structure your home, career, social interests, and portfolio to ensure financial stability and comfort throughout all life…

07.16.24
Estate Planning

A Primer on Irrevocable Life Insurance Trusts

An Irrevocable Life Insurance Trust (ILIT) is an unalterable legal arrangement aimed at achieving specific objectives, such as minimizing estate…

06.24.24
Estate Planning

Preventing Estate Planning Pitfalls

Tips to ensure your estate plan aligns with your intentions.

05.20.24
Estate Planning

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…

05.03.24
Finance Planning & Investments

Investment Challenges of the Affluent Investor

High net worth investors face unique challenges related to their financial status, requiring a mindful approach while adhering to fundamental…

04.01.24
Resources

Raising Well-Grounded Children While Transferring Wealth Through Generations

Watch this video to gain insights on how generational wealth is the result of careful financial planning that includes the…

03.13.24

Preparing for Retirement

Estate Planning

A Guide to Planning Financially for Long-term Care

According to a study conducted by the Administration for Community Living in 2020, a 65-year-old has an almost 70% chance…

03.21.25
Women & Wealth

Helpful Retirement Strategies for Women

Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women…

03.05.25
Women & Wealth

Women And Wealth: A Pivot Towards Retirement

Retirement is a significant transition, and it can bring both challenges and opportunities for women who have spent many years…

02.28.25
Estate Planning

Make the Most of Your Social Security Benefits

When to claim benefits based on your personal needs.

02.04.25
Finance Planning & Investments

New Year’s Financial Checklist

10-Point Financial Checklist

01.09.25
Estate Planning

Understanding the SECURE Act 2.0

In the final days of 2022, Congress passed SECURE 2.0, the new set of retirement rules designed to facilitate contributions…

10.07.24
Estate Planning

RMDs at 73: Embracing a New Chapter in your Financial Journey

Happy birthday to you! Today, as we celebrate your 73rd birthday, we also want to highlight an important financial aspect…

10.07.24
Estate Planning

New to Medicare? Here’s What You Need to Know

Ask yourself these six crucial questions when enrolling in Medicare for the first time

09.24.24
Estate Planning

Medicare: It’s Not That Complicated

Choosing a Medicare Plan that Matches Your Lifestyle and Needs Understanding Medicare and choosing the right plan can be challenging…

09.24.24
Estate Planning

Retirement Planning Worksheet

As working adults, many of us look forward to the freedom that retirement will bring. This freedom will give us…

09.24.24
Estate Planning

Understanding Qualified Charitable Distributions (QCDs)

What are QCDs? If you have investments in pretax retirement accounts (i.e., IRAs, 401(k)s, etc.), the IRS requires you to…

09.18.24
Estate Planning

SECURE 2.0 Act Summary

In 2022, the SECURE 2.0 Act was passed into law. This legislation provides certain changes that may help many retirees…

09.10.24

Passing Down Wealth

Estate Planning

Managing An Inheritance

Inheriting Wealth Can Be A Burden And A Blessing. Even if you have an inclination that a family member may…

02.04.25
Estate Planning

Choosing An Executor And/Or Trustee

The importance of choosing an executor or trustee for one’s estate plan or living trust and helpful criteria for selecting…

09.10.24
Estate Planning

Unifying Families Through Philanthropy

Giving isn’t just good for the world – it may be the secret to preserving multi-generational wealth.

07.16.24
Estate Planning

Creating Equal vs. Equitable Inheritances

Engage a financial advisor for estate planning to help ensure your legacy goals.

07.02.24
Estate Planning

A Primer on Irrevocable Life Insurance Trusts

An Irrevocable Life Insurance Trust (ILIT) is an unalterable legal arrangement aimed at achieving specific objectives, such as minimizing estate…

06.24.24
Estate Planning

Are You Prepared for an Estate Tax Sunset?

The federal estate tax thresholds may change, impacting wealth transfer strategies.

05.28.24
Estate Planning

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…

05.03.24
Estate Planning

What 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 Planning

Ways to Fund Special Needs Trusts

A look at the different choices & strategies.

07.15.21
Next Generation

Starting a Roth IRA for a Teen

Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider….

08.11.20
Estate Planning

ABLE Accounts for Loved Ones with Disabilities

Families with special needs children have a new tax-deferred savings option. The ABLE account, also called a 529A savings account,…

06.05.20
Estate Planning

Can You Put Your IRA into a Trust?

Can your IRA be put directly into a trust? In short, no. Individual retirement accounts (IRAs) cannot be put directly…

11.19.19