Long-Term Care Insurance: When and What Kind?
Although the current and future costs of long-term care are a chief concern for many, especially as we age, long-term care planning remains one of those less-than-desirable topics to raise with y... Read more
Reframing the Social Security Claiming Decision for Married Couples
For many, correctly answering the question, “When should I begin to take my Social Security benefits?” is a critical step toward making sure their retirement income and savings last at least as l... Read more
Minimize Regret Over Maximizing Returns
By Doug Buchan
“Maximizing returns” is a phrase that you’ll hear bandied about ad nauseam on both Wall Street and Main Street. As in, “My goal is to maximize my returns.” Is it though? Is that really the goal?... Read more
Is COVID-19 Creating An Education Planning Crisis?
By Tim Maurer
Few things in our lives have been so dramatically altered throughout the COVID-19 crisis as school and education. From online coursework to cancelled proms to a March devoid of Madness but full o... Read more
What Illustrating Your Wealth Transfer Plan Can Show You at a Glance
By Stan Purvis
We all know that legal documents, at least for those of us who aren’t attorneys, can be complex and often overwhelming to digest. Your estate planning documents, for example, likely contain dozen... Read more
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