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Wealth & Wellness
What To Look For In An Extended Care Policy
Extended-care coverage can be complex. Here’s a list of questions to ask that may help you better understand the costs…
05.27.25Estate PlanningUnderstanding Extended Care
Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are…
05.05.25Estate PlanningA 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…
03.21.25Finance Planning & InvestmentsStrategies 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…
01.31.25Finance Planning & InvestmentsHow to Avoid Caregiver Burnout
There is a large, often silent group of warriors in just about every context of our lives – at work,…
12.31.24Women & WealthThe 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…
11.25.24Estate PlanningEldercare 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…
11.05.24Estate PlanningNew to Medicare? Here’s What You Need to Know
Ask yourself these six crucial questions when enrolling in Medicare for the first time
09.24.24Estate PlanningMedicare: 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…
09.24.24Estate PlanningWhen Caregivers Become Care Recipients
Hightower CEO Bob Oros shares his story and insights to help ease the transition for others.
09.07.23Estate PlanningPreparing for End-of-Life Care
The best time to begin planning is often well before you think to do it.
03.22.23Wealth Preservation
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…
03.05.25Finance Planning & InvestmentsGuidelines 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…
10.02.24Finance Planning & InvestmentsBreaking 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…
10.02.24Estate PlanningChoosing 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…
09.10.24Estate PlanningUnderstanding Required Minimum Distributions (RMDs) and How to Plan for Them
An overview of RMDs and examples of strategies.
08.29.24Estate PlanningRetiring Early? Here’s What To Consider
Planning options and a helpful checklist for people considering early retirement.
08.19.24Estate PlanningLiving 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…
07.16.24Estate PlanningA 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…
06.24.24Estate PlanningPreventing Estate Planning Pitfalls
Tips to ensure your estate plan aligns with your intentions.
05.20.24Estate PlanningA Living Trust Primer
A living trust is a legal arrangement for managing assets during one’s lifetime, aimed at simplifying estate planning, despite its…
05.03.24Finance Planning & InvestmentsInvestment 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…
04.01.24ResourcesRaising 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…
03.13.24Preparing for Retirement
Estates and Trusts
A Guide To Planning Level One: Must Haves Goal: Plan for and document the transfer of assets per your wishes…
06.09.25Estate PlanningUnderstanding Extended Care
Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are…
05.05.25Business OwnersFinding Fulfillment as a Retired Business Owner
Building a successful business can be one of the most rewarding experiences of anyone’s life. The opportunity to sell it…
04.15.25Estate PlanningSocial Security Q&As for Divorcées
Divorce is often a challenging time mentally, socially, and especially financially. Many recently divorced people find themselves starting over, trying…
04.07.25Estate PlanningSocial Security: Maximizing Benefits
Most understand that waiting to claim Social Security benefits can result in higher monthly payments. However, many don’t know that…
03.26.25Estate PlanningA 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…
03.21.25Women & WealthHelpful Retirement Strategies for Women
Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women…
03.05.25Women & WealthWomen 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…
02.28.25Estate PlanningMake the Most of Your Social Security Benefits
When to claim benefits based on your personal needs.
02.04.25Finance Planning & InvestmentsNew Year’s Financial Checklist
10-Point Financial Checklist
01.09.25Estate PlanningUnderstanding 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…
10.07.24Estate PlanningRMDs 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…
10.07.24Passing Down Wealth
Managing An Inheritance
Inheriting Wealth Can Be A Burden And A Blessing. Even if you have an inclination that a family member may…
02.04.25Estate PlanningChoosing 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…
09.10.24Estate PlanningUnifying Families Through Philanthropy
Giving isn’t just good for the world – it may be the secret to preserving multi-generational wealth.
07.16.24Estate PlanningCreating Equal vs. Equitable Inheritances
Engage a financial advisor for estate planning to help ensure your legacy goals.
07.02.24Estate PlanningA 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…
06.24.24Estate PlanningAre You Prepared for an Estate Tax Sunset?
The federal estate tax thresholds may change, impacting wealth transfer strategies.
05.28.24Estate PlanningA Living Trust Primer
A living trust is a legal arrangement for managing assets during one’s lifetime, aimed at simplifying estate planning, despite its…
05.03.24Estate 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…
09.06.22Estate PlanningWays to Fund Special Needs Trusts
A look at the different choices & strategies.
07.15.21Next GenerationStarting 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….
08.11.20Estate PlanningABLE 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,…
06.05.20Estate PlanningCan 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…
11.19.19Philanthropy
Year-End Charitable Giving Opportunities
Here are some ideas to consider and discuss with your advisors as we approach year-end.
11.18.24Estate PlanningUnderstanding 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…
09.18.24Estate PlanningUnifying Families Through Philanthropy
Giving isn’t just good for the world – it may be the secret to preserving multi-generational wealth.
07.16.24Finance Planning & InvestmentsA Priority on Wealth Preservation
Simple strategies to protect the wealth you’ve worked to build.
03.01.24Finance Planning & InvestmentsMaking a Charitable Contribution
Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to…
06.05.20