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High net worth investors face investment challenges that some would consider unique to their financial status. The fundamental tenets of inv

"Alternative investments" is an umbrella term for a disparate range of investment strategies and assets that might be best defined as invest

A living trust is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual

Retirees underestimate the cost of long-term care and overestimate the public funding that is available.

It is essential that women seek professional guidance regarding wealth management that adapts to their changing lifestyles over time.

Your employer plan is typically your most valuable retirement asset, and how you handle it could have major financial implications now and

Combining taxable IRA and retirement plan income with Social Security income in the same year causes retirees’ effective tax rates to soar.

The purpose of the annuity illustration is to provide you with detailed information about the annuity’s likely performance over time. So it

One tool to consider as part of an overall college saving strategy is a fixed or fixed indexed annuity. A significant benefit of these produ

Retirees face a slew of risks in their golden years. The most common among them are outliving their savings, high medical bills not covered

Whole life insurance is designed to remain in force for your whole life, as long as you remain current with your premiums.

Whatever your relationship with your parent has been, this new phase of life will present challenges for both parties. By treating your pare

Choosing the right executor can help ensure that the distribution of your assets may be done efficiently and with as little upheaval as poss

Medicare and Medicaid are both health insurance programs administered by the government, there are differences in covered services and cost-

Many pre-retirees are frequently warned that Medicare will only cover a maximum of 100 days of nursing home care (provided certain condition

The ILIT owns a life insurance policy on the grantor’s life via the transfer of ownership of an existing policy, or through the grantor’s an

Though business owners cannot protect themselves from the unexpected and sudden loss of a key employee, they may be able to protect themselv

Combining taxable IRA and retirement plan income with Social Security income in the same year triggers the torpedo, causing retirees’ effect

Retirees facing the prospect of depleting their retirement savings to pay for long-term care, consider whether a Medicaid Compliant Annuity

Healthcare costs are one of the biggest expenses retirees face (but can be very manageable with the right knowledge!) which makes choosing t