Blog
Medicare Malaise
November 10, 2020
Sort Fact from Fiction on Social Security
February 14, 2020
Make 2020 a Year of Clarity
February 14, 2020
Skilled Nursing Facilities
November 08, 2019
How Close Is the Next Recession? How Can You Prepare?
November 06, 2019
5 Ways Technology is Changing Healthcare
November 04, 2019
Is It Time to Bust a (Tax) Move?
November 03, 2019
Rightsizing Your Home for Retirement
November 02, 2019
Time Savers to (Possibly) Splurge On
October 28, 2019
You Need a Vacation More Than You Know
October 27, 2019
Understanding the Various Forms of “Yield”
October 27, 2019
Markets Already Tense Over Potential Policy Swings in 2020
October 27, 2019
The Hectic Week Ahead
October 24, 2019
The Rise of Female Philanthropists
October 23, 2019
5 Considerations for Your Social Security Strategy
October 22, 2019
Trim Your Future Tax Bill by Thinking Ahead
October 21, 2019
Economic Brief - A Field Guide to Recessions (updated)
October 21, 2019
Investment Discipline with Asset Allocation
October 20, 2019
Leave No Dollar Behind: How to Find Your Missing Money
October 20, 2019
Why Contribute to a Roth IRA?
October 17, 2019
Weekly Investment Strategy
October 17, 2019
Weekly Market Snapshot
October 17, 2019
Insuring Against Recession?
October 17, 2019
Weekly Market Guide
October 17, 2019
Silencing Phone Scams
October 17, 2019
Bridging the Tricky Post-Career, Pre-Medicare Gap
October 15, 2019
Know What You Own and Why You Own It
October 14, 2019
True or False: You Understand the Basics of Medicare
October 13, 2019
Debt and Taxes
October 13, 2019
Protecting Your Social Security Payout
October 09, 2019
Social Security Increases Benefits by 1.6% for 2020
October 09, 2019
Retirement, Ahoy!
October 07, 2019
The Current Investing Outlook à la “Wizard of Oz”
October 01, 2019
U.S. Equities Stumble but Remain Positive Year to Date
October 01, 2019
How Low Can Interest Rates Go?
September 30, 2019
October 2019 Investment Strategy Quarterly
September 30, 2019
Trade Resolution Is Likely Elusive Until After Election
September 30, 2019
The Timeless Tradition of Charitable Giving
September 30, 2019
Is the Next Recession on the Horizon?
September 30, 2019
Is the Yield Curve Sending the Right Signals?
September 29, 2019
Yes, Cash Is Necessary – but It Should Also Be Strategic
September 29, 2019
The Markets Rebound as Trade Tensions Cool
September 29, 2019
Your Year-End Tax Planning Checklist
September 25, 2019
Shape Your Future - Goals to Get You Started
September 22, 2019
How Do College Savings Affect Aid Eligibility?
September 19, 2019
Preserving Your Legacy While Protecting Your Privacy
September 18, 2019
Let's Clear Up 10 Misconceptions About HSAs
September 17, 2019
Check This List - Twice - Before Year-End
September 16, 2019
Tie Up Any Loose Ends Before the Year Ends
September 15, 2019
7 Common Beneficiary Choices You Should Probably Rethink
September 13, 2019
Year-End Tax Tips for Businesses
September 12, 2019
6 Ideas for Building a Lasting Career Legacy
September 11, 2019
4 Ways to Create a Meaningful Family Legacy
September 10, 2019
Ideas to Take Your Generosity Further [INFOGRAPHIC]
September 10, 2019
6 Actions That Can Build an Enduring Philanthropic Legacy
September 09, 2019
Get to Know Special Needs Trusts
September 09, 2019
Offset Taxes with Retirement Account Contributions
September 08, 2019
Ensure Your Work Leaves a Lasting Impact [INFOGRAPHIC]
September 08, 2019
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
September 05, 2019
The 4 Stages of Investor Emotions
September 04, 2019
Making the Most of Medicare's Open Enrollment Period
September 03, 2019
How Can You Be a Smarter Homebuyer in Today’s Market?
September 02, 2019
Studying Abroad with 529 Plans
August 28, 2019
Before Natural Disaster Strikes
August 27, 2019
Which Education Expenses Are Considered Qualified?
August 26, 2019
Who Should You Choose to Execute Your Estate?
August 26, 2019
Trade Issues with China Remain Far from Resolved
August 25, 2019
CIO Larry Adam Predicts All-Time Stock Highs by Year-End
August 21, 2019
Can You Save a Bunch with Bunching?
August 20, 2019
Why $15 Trillion of Global Debt Yields Less Than 0%
August 19, 2019
Did You Know 529s Are Powerful Estate Planning Tools?
August 19, 2019
Mentoring: The 15-Minute Game Changer
August 19, 2019
Remember: The Market and the Economy Aren’t the Same Thing
August 18, 2019
7 Ways to Boost Your Savings
August 13, 2019
Equities Feel the Heat as Yield Curve Inverts
August 13, 2019
Education Planning 101
August 13, 2019
Your Guide to Marriage and Money
August 12, 2019
5 Ways to Keep That Entrepreneurial Spark Alive
August 11, 2019
A Survival Guide for Entrepreneurs
August 07, 2019
Give Wisely to Maximize Your Charitable Impact
August 07, 2019
The Transformative Power of Traveling Solo
August 06, 2019
Is It Time for a Change of Plan?
August 05, 2019
Markets Stumble as Trade War Intensifies
August 04, 2019
Ways to Prepare for – and Recognize – a Loss of Capacity
August 04, 2019
6 Things to Know to Weather a Market Downturn
August 04, 2019
Secured a Big Promotion? Revisit Your Financial Plan
July 31, 2019
Are You Prepared for the Unexpected?
July 31, 2019
Birds of a Feather Flock Together
July 30, 2019
The New Homebuyer's Guide to Success
July 29, 2019
Single Parent? Formalize Your Estate Intentions
July 29, 2019
5G: The Future of Smartphones [VIDEO]
July 24, 2019
Buying a Boat? Take a Peek at How the Costs Add Up
July 23, 2019
5G and Phones of the Future [INFOGRAPHIC]
July 21, 2019
Connected at the Speed of 5G
July 21, 2019
Learn to Make Happiness a Habit
July 17, 2019
Keeping It Close to Home for Generations
July 16, 2019
For Better or Worse, Discuss Your Estate as a Couple
July 08, 2019
Here's to a Summer of Clear Skies and Clear Goals
June 26, 2019
Make Lasting Memories by Savoring Life's Simple Joys
June 25, 2019
Face to Face Philanthropy
June 21, 2019
A Step-by-Step Guide to Hosting a Family Meeting
June 19, 2019
Post-Disaster Relief Resources
June 16, 2019
Don't Let a Natural Disaster Derail Your Business
June 13, 2019
The Gift of Appreciated Stock
June 13, 2019
Who Gets What, When?
June 12, 2019
Shielding Your Loved Ones from Sneaky Scams
June 05, 2019
5 Reasons Wealth Transfers Fail
June 05, 2019
How to Beat the Market Heat
May 29, 2019
Keeping It in the Family
May 13, 2019
Reaching out with Tech – In Retirement, Too
May 13, 2019
6 Hacks to Boost Your Productivity [INFOGRAPHIC]
May 12, 2019
Trust in Your Business's Future
May 07, 2019
How to Nurture Moneywise Children
May 07, 2019
A Survivor’s Survival Plan
May 05, 2019
A Circle of Care
May 01, 2019
Pursuing Your Passions – Your New Calling
April 30, 2019
Retiree in Training
April 30, 2019
Your Local Mall’s Survival Depends on Its Location
April 24, 2019
The Early Vanderbilts Illustrate a Typical Wealth Snag
April 23, 2019
How Rebalancing Helps Keep Your Portfolio on Track
April 21, 2019
Saving for K-12 Education with a 529 Plan
April 21, 2019
Take Advantage of Work Perks
April 16, 2019
Options for Addressing a Wayward Child in Your Will
April 15, 2019
Millennial Renters: Lifestyle Choice or Financial Need?
April 11, 2019
Achieving a Better Life Experience
April 08, 2019
Sorting Through Complicated Compensation Plans
April 08, 2019
Social Security Myths and Misconceptions
April 08, 2019
Thriving with Special Needs
April 08, 2019
4 Reasons to Rethink Cash as an Asset Class
April 07, 2019
Debunking Social Security Myths [INFOGRAPHIC]
April 03, 2019
An Important Tax Change for Pass-Through Businesses
March 26, 2019
How You Think About Money (and Everything Else) Matters
March 25, 2019
Correcting Your Retirement Course
March 25, 2019
Gap Years Aren’t Just for Twenty-Somethings
March 24, 2019
The Arts Mean Business
March 20, 2019
Are You Prepared to Live Longer? [VIDEO]
March 20, 2019
Aging Isn’t What It Used to Be
March 19, 2019
Nine to Five, Beyond 65
March 13, 2019
Protect Yourself and Your Parents from Tax Fraud
March 13, 2019
10 Things Your Kids Don’t Want When You Downsize
March 12, 2019
The Art of Giving
March 12, 2019
The Sustainable Charge: It Goes Far Beyond EVs [AUDIO]
March 06, 2019
7 Beneficiary Decisions You Might Want to Reconsider
March 06, 2019
Retiring with Your New Pet Pal
March 06, 2019
Estate Planning Challenges for Heirs in America
March 04, 2019
Strategies for Paying an Unexpected Tax Bill
February 25, 2019
Risk Management Demystified
February 20, 2019
Should Your Estate Plan Address Addiction?
February 19, 2019
What’s Next for Healthcare and Drug Pricing? [AUDIO]
February 13, 2019
Three Ideas for When the IRS Owes You
February 11, 2019
Opportunity Blooms in Tax Season
February 11, 2019
Why “Bring Your Child to Work Day” Is so Important
February 04, 2019
Prepare for a Lifetime and Beyond
February 04, 2019
A Perfectly Timed – and Planned – Exit
February 03, 2019
Double the Inheritance, Double the Planning
February 03, 2019
Be a Cultural Chameleon
February 02, 2019
6 Ways to Build Business Resilience
January 31, 2019
Out of the Shutdown, but Not out of the Woods? [AUDIO]
January 30, 2019
Are Women Risk Averse or Just Risk Aware?
January 29, 2019
Sorting Through the Benefits of Retirement
January 29, 2019
Double-Check Before Filing Your IRS Return
January 23, 2019
What You Need to Know About the 2019 Markets [AUDIO]
January 21, 2019
Laying the Groundwork for Tax Season
January 15, 2019
10 Themes That Will Dictate the 2019 Markets
January 14, 2019
A Retrospective Look at the Financial Crisis
January 09, 2019
Let’s Talk Privacy, Tech Toys and Tax Fraud [AUDIO]
January 08, 2019
Be Smarter Than Your New Smart Gadgets
December 20, 2018
12 Resolutions for 2019
December 17, 2018
5 Strategies to Address Concentrated Equity
December 16, 2018
10 Important Tax Changes to Keep In Mind
December 10, 2018
Don't Let Thieves Ruin Your Holiday Season
November 25, 2018
Opening Doors for Your Adult Children
November 07, 2018
Managing Cash, the Lifeblood of Your Business
November 05, 2018
Welcoming Your Next Employee
November 04, 2018
Social Security Basics
September 28, 2018
Stocks Soar to New Highs on Earnings, Trade Talks
August 29, 2018
Choosing the Trustee for a Special Needs Trust
August 14, 2018
How to Fight Financial Fraud
August 13, 2018
Protecting Your Business from Cyberattacks
July 31, 2018
The DNA of Wildly Successful People
July 30, 2018
An Empty Nest Could Mean a Fuller Wallet
July 25, 2018
Redefining Your Retirement
July 24, 2018
Workplace Features Approved for All Ages
July 24, 2018
Advocacy in Your Time of Need
July 23, 2018
Through their holistic approach, Broadspire® can help successfully address the many challenges involved in caring for aging or disabled loved ones. They do this by taking on responsibilities such as interviewing and screening in-home caregivers, hiring contractors for home modifications, attending and coordinating medical visits, planning outings, visiting clients to celebrate special occasions and more.
Longevity Planning Questionnaire
July 23, 2018
Working With You To Simplify Medicare Decisions
July 23, 2018
Healthcare Services You Can Depend On
July 23, 2018
Taking Your Seat at the Table
July 11, 2018
Secure a plan for your family's future
July 09, 2018
Establishing your legacy is so much more than passing on financial well-being to future generations; it includes your health wishes, your family information, and even your favorite recipe. That’s why we’re offering you access to Everplans, a highly secure online tool dedicated to transforming the way people get their families organized. This life and legacy platform is built to help you compile all the details about your will, trusts, doctors and more.
A Vital Role
February 21, 2018
The Unofficial Field Guide to the American Snowbird
February 19, 2018
Get Financially Fit
February 02, 2018
E-Commerce The New E in Success
February 01, 2018
Ways to Fund a Business Venture
January 31, 2018
Dealing with Divorce
January 31, 2018
A Healthy Choice
January 29, 2018
The Professional Parent
January 29, 2018
Benefit from Your Birthdays
January 22, 2018
Ensuring Your Financial Plan Outlives You
January 18, 2018
Assisted Living Facilities
January 14, 2018
Continuing Care Retirement Communities CCRCs
January 14, 2018
Frequently Used Services for Retirees at Home
January 14, 2018
55+ Independent Living Communities
January 14, 2018
Trim the Fat [INFOGRAPHIC]
December 26, 2017
Visualize Your Future [VIDEO]
December 24, 2017
Seven Ways to Generate a Retirement Paycheck
November 12, 2017
Essential Questions for Business Owners
November 12, 2017
Capitalize on the Sustainable Investing Movement
November 07, 2017
You want to grow your business and are looking for ideas. One opportunity you may want to look at is sustainable investing – where investors (and consumers) aim to make a positive impact on society and the environment by factoring environmental, social and governance (ESG) criteria into their investment and purchasing decisions. How can you get involved in this trend? Yes, one option is to invest in it, but another is take those best practices and incorporate them into your business. Venture capital firms are investing more and more in companies that maintain socially responsible principles, while a growing number of consumers – particularly millennials – are shopping with their conscience.
Rise of the Female Breadwinner
November 07, 2017
Don't Take a Bath on Wash Sales
November 04, 2017
Planning for Your Own Incapacity
October 22, 2017
Alzheimer’s disease is the sixth leading cause of death in the United States, killing more than breast cancer and prostate cancer combined – in fact, one in three seniors dies with Alzheimer’s or another form of dementia1. These statistics, combined with the fact that Americans are living longer and are having smaller families, mean that planning for incapacity has become just as important as (or even more important than) end-of-life planning.
Starting the Wealth Transfer Conversation
October 15, 2017
Savvy Steps to Stay Cyber-Safe
October 02, 2017
The Upside of Upsizing
September 06, 2017
Rights and Resources Every Caregiver Should Know
September 06, 2017
The Power of Caregiving in the Palm of Your Hand
September 05, 2017
Food Technologies Give Consumers Plenty to Chew On
September 05, 2017
What Your Loved One Needs Now, What You'll Need Later
September 05, 2017
Caregiving in the Sandwich Generation [INFOGRAPHIC]
August 29, 2017
Telemedicine: Care That's Connected
August 24, 2017
How to Combat Compassion Fatigue
August 15, 2017
Leaving the Vacation Home to Family
August 08, 2017
To Be Or Not To Be In Debt
August 03, 2017
Your Business Deserves an "Estate Plan"
August 03, 2017
How Family Offices Are Investing Directly in Businesses
August 03, 2017
Six Myths About Sustainable Investing
July 11, 2017
Nine Tips to Live Beyond 100
June 21, 2017
Social Security Provides for You and Your Loved Ones
June 16, 2017
The Rise and Fall of Manufacturing Jobs [VIDEO]
June 14, 2017
Don't Let "Sequence of Returns" Risk Ruin Your Plans
June 06, 2017
How Taxes Affect Social Security
May 28, 2017
Investing in Potential
May 23, 2017
Small Steps to a Better You
May 15, 2017
Selecting an IRA to Benefit Your Business
May 14, 2017
Be the Change
May 10, 2017
Tune In to Levels of Control
May 09, 2017
Retirement Choices Go Global [INFOGRAPHICS]
May 03, 2017
Diversify your Retirement Income
April 26, 2017
Don't Forget About Digital Assets
April 11, 2017
Planning for the Unplanned
March 07, 2017
The Twists and Turns of Social Security
March 07, 2017
Famous Estate Blunders and How to Avoid Them
March 06, 2017
You Are What You Think
February 01, 2017
Retirement Readiness by the Decades
January 31, 2017
Primed to Sell [INFOGRAPHIC]
January 23, 2017
It's Time to Review Your Estate Planning Basics
January 17, 2017
How to Build a Winning Financial Team
November 27, 2016
Better to Give Than Receive
November 20, 2016
Preserving Family Wealth
November 20, 2016