Insights

Why You Might Want to Create a Donor-Advised Fund

Do you regularly donate to charities and other non-profit organizations?Then you may want to open a donor-advised fund.Donor-advised funds are…

Wise Decisions with Retirement in Mind

Some retirees succeed at realizing the life they want; others don’t.Fate aside, it isn’t merely a matter of stock market…

Insurance When You’re Young and Single

The transition to adulthood is an exciting new stage that marks true independence. You may have graduated from college, taken…

Minimizing Probate When Setting Up Your Estate

Probate subtly reduces the value of many estates.It can take more than a year in some cases, and attorney’s fees,…

What Women Shouldn’t Retire Without

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by…

How Much Do You Really Know About Long-Term Care?

How much does eldercare cost, and how do you arrange it when it is needed?The average person might have difficulty…

The Different Types of IRAs

What don’t you know?Many Americans know about Roth and traditional IRAs, but there are other types of Individual Retirement Arrangements….

Should You Leave Your IRA to a Child?

Can a child inherit an IRA?The answer is yes, though they cannot legally own the IRA and its invested assets….

Guarding Against Identity Theft

America is enduring a data breach epidemic.The latest annual study of the problem from Javelin Strategy & Research, a leading…

Including Digital Assets in Your Estate Plan

When people think about estate planning, they may think in terms of personal property, real estate, and investments. Digital assets…