Finance & Legal
Smart guidance to help you plan, protect, and thrive. From managing money in retirement to understanding legal documents and estate planning, find expert advice tailored to the needs of older adults and their families.
Finance & Legal
Tax Strategies with Retirement in Mind
By Steven J. Weil, Ph.D., EA, President, RMS Accounting When it comes to retirement and Uncle Sam, the choice is ...
Finance & Legal
Questions to Ask Your Advisor After the Election
By Andrew Wood and Dan Simon, Retirement Planning Advisors at Daniel A. White and Associates The 2016 election is behind ...
Finance & Legal
Financial Wellbeing – Are You Making These Money Mistakes?
Most of us believe we are good at handling our finances. We may splurge on an overpriced cup of coffee ...
Finance & Legal
Top 7 Bad Money Habits & Ways To Fix Them
By Mark Provenzano, Principal of Hedged Private Wealth in Metairie, LA. Life is an accumulation of habits. Habits are a ...
Senior Living Finance & Legal
Active or Passive Investing: How to Choose Wisely
By Brian Sterz, CFA Historically, there are two principle options when it comes to how to invest your hard-earned money. ...
Finance & Legal
Virtual Value – Integrating Technology into Estate Planning
Estate planning considerations in an increasingly digital world At a time when new technologies and platforms are opening us up ...
Caregiving Finance & Legal
5 Sneaky Costs of Long-Term Care
This is excerpted from Chapter 20 of A Survival Guide to Aging – this book was written by Chris Orestis ...
