Essential Masterclass
How to Pay for Care without Going Bankrupt

What Kind of Trust Is Right for You?

Estate Planning Gifting

Estate planning is a crucial part of any holistic financial plan, and financial advisors often work with estate planning attorneys for guidance in this area.

Key Dates for Planning Retirement

Key Dates for Retirement Planning

Each type of retirement benefit has a different eligibility age. Your age plays a big role in how much you can expect to receive from Social Security and what you need to do to avoid retirement account penalties.

What Solutions Can Help Me ‘Age in Place’?

Americans are getting older. (I feel it — don’t you?) In fact, the Population Reference Bureau estimates that the number of Americans aged 65 and older will nearly double from 52 million in 2018 to 95 million by 2060.

How are Seniors Partnering Up?

Non-traditional partnering - living apart together

Fearing that a romantic attachment in later life will lead to full-time caregiving, many couples are choosing commitment without sharing a home.

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