Life rarely follows a straight line. A new job, a move, a health scare, a marriage, a divorce, or the loss of a loved one can change things quickly. That’s why getting your affairs in order isn’t just something “older” or “wealthy” people do — it’s a practical step for adults at every stage of life.
Your 70s can bring major financial and lifestyle shifts. Changes in life priorities, income, health care needs, and taxes will be important to address, whether you’re still working, retired, or somewhere in between. With people living longer and financial and retirement rules continuing to evolve, staying engaged and updating your financial plan...
If you’re like many seasoned business owners, thinking about stepping back from the company you built can stir up mixed emotions. You may be curious about your options, but it’s easy to quickly feel overwhelmed on top of the pressures of your day-to-day. And if your business is a big part of who you are, even starting the conversation can feel...
Romantic candle lighting, a bouquet of flowers, and… talking about your 401k? Okay, so maybe talking about money and financial planning with your significant other isn’t part of your ideal date night. As a couple, do you ask each other money questions or discuss your finances?
If you own a small business, chances are you’ve poured your heart, time, and savings into it. It may be your livelihood, your family’s financial foundation, and even a source of pride in your community. But here’s a question many business owners avoid: What happens to your business if something happens to you?
Are you juggling the responsibilities of supporting children and caring for aging parents? At a time when your career is reaching a peak and you are looking ahead to your retirement, you may find yourself having to help your children with college expenses or supporting them during a job search while also looking after the increasing needs of your...
Imagine the unexpected. Perhaps your home is swept away in a flood, or you are noticing the first signs of memory loss, or maybe Mom is suddenly in the hospital and Dad is overcome by fear of losing his lifetime partner. On such days when emotions are running high, knowing you have a collaborative team of financial professionals who know you, your...
If you're feeling the pressure of supporting both aging parents and growing children, you're part of what’s called the Sandwich Generation. This group—made up mostly of adults in their 40s, 50s, and early 60s—is growing every year. It includes people who are raising children or helping them launch into adulthood while also caring for older parents...
Family relationships are so fundamental to our personal identity and so often they are complicated. During a time of grieving and mourning over the death of a loved one, family relations can become even more emotionally charged. Although none of us can avoid death, it is possible to minimize any potential burdens on your family through advanced,...
Surprisingly, dealing with sudden wealth can become a nightmare. Learn the five steps you can take immediately to successfully manage the financial and emotional crises that can come with sudden wealth. People come into financial windfalls in a number of ways: Lottery Sale of Business Stock options Inheritance
