This is the final blog in a three-part series that focuses on the practical side of aging wisely. Part 1: Four practical steps you can take to ensure your estate plan is effective Part 2: Are you concerned about cognitive decline in you or a loved one? Three action items to help plan for the path of inevitable change Healthcare: It’s an insurance system, the medical professionals you...

Listen to the podcast Do you have tangible things in your life that you want to protect? Do you want peace of mind, knowing that you’ll be able to recover from a loss if the unexpected happens and that you’ll be able to rebuild your life? If you’re like a lot of young adults, you’ve worked hard to build a solid financial foundation and it is only natural to want to protect everything that...

This is the second blog in a three-part series that focuses on the practical side of aging wisely. Part 1: Four practical steps you can take to ensure your estate plan is effective There is an unprecedented generational neurological crisis in the United States. Whether it’s mild dementia or more fully developed Alzheimer’s disease, an aging population is presenting new challenges to...

Listen to the podcast Life insurance is one of the easiest ways to ensure that you’ll be able to provide for your loved ones after death. The right life insurance policy can be an important financial planning tool that gives you peace of mind by helping you protect the life you’re building, and perhaps more importantly, the people in it. What is life insurance? Life insurance is a contract...

This is the first blog in a three-part series that focuses on the practical side of aging wisely. An estate plan is a gift to you and your family. The most effective estate plan is one that covers all the basics in a very practical way. While you don’t need to have significant wealth to need practical planning, you do need to have a vision for how you want your family taken care of. Below are...

Listen to the podcast For many Americans, home ownership is an important part of the American dream. Being a homeowner means having a space to call your own and a place where you belong. It also means being a part of a community. Owning a home may provide other financial benefits, such as the ability to build wealth through home equity, and potentially lower housing costs and savings over the...

This is the fourth and final blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 2: Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA Part 3: Three types of equity incentive compensation to understand Determining when to begin claiming Social...

This is the third blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 2: Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA Part 4: Are you thinking about filing for social security? Five factors to consider Executive compensation can be a...

This is the second blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 3: Three types of equity incentive compensation to understand Part 4: Are you thinking about filing for social security? Five factors to consider Both traditional IRAs and Roth IRAs are powerful savings tools, and it is...

This is the first blog in a four-part series that focuses on retirement planning. Part 2: Three considerations when converting to a Roth IRA Part 3: Three types of equity incentive compensation to understand Part 4: Are you thinking about filing for social security? Five factors to consider For many, retirement is one of the most important financial goals, but planning how to...

“Family” is a powerful word, loaded with meanings and emotions. And today, family structures go far beyond historical legal and cultural definitions. For any of today’s families, the essential planning questions of yesterday still apply. For example, to whom do I want my wealth to go? When should money be given and in what form? These are not easy questions and they can get more complicated...

Listen to the podcast When you’re in love and only thinking of starting your new life, “till death do us part,” it’s easy to dismiss the need for a prenuptial agreement. Divorce is probably the last thing you want to be thinking about. Or perhaps you think you don’t have enough assets to make a prenup worthwhile, especially if both you and your intended are just getting started in your...

Most people have little experience dealing with estate administration and are often overwhelmed when they discover they’ve been appointed to oversee it. While there are many activities involved with administering an estate, you may be able to ease the burden by familiarizing yourself with the process. 1. GATHER DOCUMENTS AND ASSETS The first step in the estate administration process is...

Many investors often think of investments as being limited to just stocks and bonds. And while these traditional assets tend to make up the majority of the open market, there is an entire universe of other assets that represent a very different side of investing: alternative assets.  Listen to the podcast What is an alternative asset? There’s a lot of mystery surrounding alternative...

You’ve probably heard of stocks and bonds. Both are essential building blocks of most investment portfolios and are often mentioned in the same breath. Stocks and bonds are two types of investments that can help you grow your money—but how they do it and the returns they offer can be very different.   Listen to the podcast What exactly is a stock? A stock is a unit that represents...

This is the final blog in a three-part series that focuses on the practical side of aging wisely. Part 1: Four practical steps you can take to ensure your estate plan is effective Part 2: Are you concerned about cognitive decline in you or a loved one? Three action items to help plan for the path of inevitable change Healthcare: It’s an insurance system, the medical professionals you...

Listen to the podcast Do you have tangible things in your life that you want to protect? Do you want peace of mind, knowing that you’ll be able to recover from a loss if the unexpected happens and that you’ll be able to rebuild your life? If you’re like a lot of young adults, you’ve worked hard to build a solid financial foundation and it is only natural to want to protect everything that...

This is the second blog in a three-part series that focuses on the practical side of aging wisely. Part 1: Four practical steps you can take to ensure your estate plan is effective There is an unprecedented generational neurological crisis in the United States. Whether it’s mild dementia or more fully developed Alzheimer’s disease, an aging population is presenting new challenges to...

Listen to the podcast Life insurance is one of the easiest ways to ensure that you’ll be able to provide for your loved ones after death. The right life insurance policy can be an important financial planning tool that gives you peace of mind by helping you protect the life you’re building, and perhaps more importantly, the people in it. What is life insurance? Life insurance is a contract...

This is the first blog in a three-part series that focuses on the practical side of aging wisely. An estate plan is a gift to you and your family. The most effective estate plan is one that covers all the basics in a very practical way. While you don’t need to have significant wealth to need practical planning, you do need to have a vision for how you want your family taken care of. Below are...

Listen to the podcast For many Americans, home ownership is an important part of the American dream. Being a homeowner means having a space to call your own and a place where you belong. It also means being a part of a community. Owning a home may provide other financial benefits, such as the ability to build wealth through home equity, and potentially lower housing costs and savings over the...

This is the fourth and final blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 2: Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA Part 3: Three types of equity incentive compensation to understand Determining when to begin claiming Social...

This is the third blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 2: Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA Part 4: Are you thinking about filing for social security? Five factors to consider Executive compensation can be a...

This is the second blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 3: Three types of equity incentive compensation to understand Part 4: Are you thinking about filing for social security? Five factors to consider Both traditional IRAs and Roth IRAs are powerful savings tools, and it is...

This is the first blog in a four-part series that focuses on retirement planning. Part 2: Three considerations when converting to a Roth IRA Part 3: Three types of equity incentive compensation to understand Part 4: Are you thinking about filing for social security? Five factors to consider For many, retirement is one of the most important financial goals, but planning how to...

“Family” is a powerful word, loaded with meanings and emotions. And today, family structures go far beyond historical legal and cultural definitions. For any of today’s families, the essential planning questions of yesterday still apply. For example, to whom do I want my wealth to go? When should money be given and in what form? These are not easy questions and they can get more complicated...

Listen to the podcast When you’re in love and only thinking of starting your new life, “till death do us part,” it’s easy to dismiss the need for a prenuptial agreement. Divorce is probably the last thing you want to be thinking about. Or perhaps you think you don’t have enough assets to make a prenup worthwhile, especially if both you and your intended are just getting started in your...

Most people have little experience dealing with estate administration and are often overwhelmed when they discover they’ve been appointed to oversee it. While there are many activities involved with administering an estate, you may be able to ease the burden by familiarizing yourself with the process. 1. GATHER DOCUMENTS AND ASSETS The first step in the estate administration process is...

Many investors often think of investments as being limited to just stocks and bonds. And while these traditional assets tend to make up the majority of the open market, there is an entire universe of other assets that represent a very different side of investing: alternative assets.  Listen to the podcast What is an alternative asset? There’s a lot of mystery surrounding alternative...

You’ve probably heard of stocks and bonds. Both are essential building blocks of most investment portfolios and are often mentioned in the same breath. Stocks and bonds are two types of investments that can help you grow your money—but how they do it and the returns they offer can be very different.   Listen to the podcast What exactly is a stock? A stock is a unit that represents...

This is the final blog in a three-part series that focuses on the practical side of aging wisely. Part 1: Four practical steps you can take to ensure your estate plan is effective Part 2: Are you concerned about cognitive decline in you or a loved one? Three action items to help plan for the path of inevitable change Healthcare: It’s an insurance system, the medical professionals you...

Listen to the podcast Do you have tangible things in your life that you want to protect? Do you want peace of mind, knowing that you’ll be able to recover from a loss if the unexpected happens and that you’ll be able to rebuild your life? If you’re like a lot of young adults, you’ve worked hard to build a solid financial foundation and it is only natural to want to protect everything that...

This is the second blog in a three-part series that focuses on the practical side of aging wisely. Part 1: Four practical steps you can take to ensure your estate plan is effective There is an unprecedented generational neurological crisis in the United States. Whether it’s mild dementia or more fully developed Alzheimer’s disease, an aging population is presenting new challenges to...

Listen to the podcast Life insurance is one of the easiest ways to ensure that you’ll be able to provide for your loved ones after death. The right life insurance policy can be an important financial planning tool that gives you peace of mind by helping you protect the life you’re building, and perhaps more importantly, the people in it. What is life insurance? Life insurance is a contract...

This is the first blog in a three-part series that focuses on the practical side of aging wisely. An estate plan is a gift to you and your family. The most effective estate plan is one that covers all the basics in a very practical way. While you don’t need to have significant wealth to need practical planning, you do need to have a vision for how you want your family taken care of. Below are...

Listen to the podcast For many Americans, home ownership is an important part of the American dream. Being a homeowner means having a space to call your own and a place where you belong. It also means being a part of a community. Owning a home may provide other financial benefits, such as the ability to build wealth through home equity, and potentially lower housing costs and savings over the...

This is the fourth and final blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 2: Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA Part 3: Three types of equity incentive compensation to understand Determining when to begin claiming Social...

This is the third blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 2: Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA Part 4: Are you thinking about filing for social security? Five factors to consider Executive compensation can be a...

This is the second blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 3: Three types of equity incentive compensation to understand Part 4: Are you thinking about filing for social security? Five factors to consider Both traditional IRAs and Roth IRAs are powerful savings tools, and it is...

This is the first blog in a four-part series that focuses on retirement planning. Part 2: Three considerations when converting to a Roth IRA Part 3: Three types of equity incentive compensation to understand Part 4: Are you thinking about filing for social security? Five factors to consider For many, retirement is one of the most important financial goals, but planning how to...

“Family” is a powerful word, loaded with meanings and emotions. And today, family structures go far beyond historical legal and cultural definitions. For any of today’s families, the essential planning questions of yesterday still apply. For example, to whom do I want my wealth to go? When should money be given and in what form? These are not easy questions and they can get more complicated...

Listen to the podcast When you’re in love and only thinking of starting your new life, “till death do us part,” it’s easy to dismiss the need for a prenuptial agreement. Divorce is probably the last thing you want to be thinking about. Or perhaps you think you don’t have enough assets to make a prenup worthwhile, especially if both you and your intended are just getting started in your...

Most people have little experience dealing with estate administration and are often overwhelmed when they discover they’ve been appointed to oversee it. While there are many activities involved with administering an estate, you may be able to ease the burden by familiarizing yourself with the process. 1. GATHER DOCUMENTS AND ASSETS The first step in the estate administration process is...

Many investors often think of investments as being limited to just stocks and bonds. And while these traditional assets tend to make up the majority of the open market, there is an entire universe of other assets that represent a very different side of investing: alternative assets.  Listen to the podcast What is an alternative asset? There’s a lot of mystery surrounding alternative...

You’ve probably heard of stocks and bonds. Both are essential building blocks of most investment portfolios and are often mentioned in the same breath. Stocks and bonds are two types of investments that can help you grow your money—but how they do it and the returns they offer can be very different.   Listen to the podcast What exactly is a stock? A stock is a unit that represents...

This is the final blog in a three-part series that focuses on the practical side of aging wisely. Part 1: Four practical steps you can take to ensure your estate plan is effective Part 2: Are you concerned about cognitive decline in you or a loved one? Three action items to help plan for the path of inevitable change Healthcare: It’s an insurance system, the medical professionals you...

Listen to the podcast Do you have tangible things in your life that you want to protect? Do you want peace of mind, knowing that you’ll be able to recover from a loss if the unexpected happens and that you’ll be able to rebuild your life? If you’re like a lot of young adults, you’ve worked hard to build a solid financial foundation and it is only natural to want to protect everything that...

This is the second blog in a three-part series that focuses on the practical side of aging wisely. Part 1: Four practical steps you can take to ensure your estate plan is effective There is an unprecedented generational neurological crisis in the United States. Whether it’s mild dementia or more fully developed Alzheimer’s disease, an aging population is presenting new challenges to...

Listen to the podcast Life insurance is one of the easiest ways to ensure that you’ll be able to provide for your loved ones after death. The right life insurance policy can be an important financial planning tool that gives you peace of mind by helping you protect the life you’re building, and perhaps more importantly, the people in it. What is life insurance? Life insurance is a contract...

This is the first blog in a three-part series that focuses on the practical side of aging wisely. An estate plan is a gift to you and your family. The most effective estate plan is one that covers all the basics in a very practical way. While you don’t need to have significant wealth to need practical planning, you do need to have a vision for how you want your family taken care of. Below are...

Listen to the podcast For many Americans, home ownership is an important part of the American dream. Being a homeowner means having a space to call your own and a place where you belong. It also means being a part of a community. Owning a home may provide other financial benefits, such as the ability to build wealth through home equity, and potentially lower housing costs and savings over the...

This is the fourth and final blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 2: Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA Part 3: Three types of equity incentive compensation to understand Determining when to begin claiming Social...

This is the third blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 2: Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA Part 4: Are you thinking about filing for social security? Five factors to consider Executive compensation can be a...

This is the second blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 3: Three types of equity incentive compensation to understand Part 4: Are you thinking about filing for social security? Five factors to consider Both traditional IRAs and Roth IRAs are powerful savings tools, and it is...

This is the first blog in a four-part series that focuses on retirement planning. Part 2: Three considerations when converting to a Roth IRA Part 3: Three types of equity incentive compensation to understand Part 4: Are you thinking about filing for social security? Five factors to consider For many, retirement is one of the most important financial goals, but planning how to...

“Family” is a powerful word, loaded with meanings and emotions. And today, family structures go far beyond historical legal and cultural definitions. For any of today’s families, the essential planning questions of yesterday still apply. For example, to whom do I want my wealth to go? When should money be given and in what form? These are not easy questions and they can get more complicated...

Listen to the podcast When you’re in love and only thinking of starting your new life, “till death do us part,” it’s easy to dismiss the need for a prenuptial agreement. Divorce is probably the last thing you want to be thinking about. Or perhaps you think you don’t have enough assets to make a prenup worthwhile, especially if both you and your intended are just getting started in your...

Most people have little experience dealing with estate administration and are often overwhelmed when they discover they’ve been appointed to oversee it. While there are many activities involved with administering an estate, you may be able to ease the burden by familiarizing yourself with the process. 1. GATHER DOCUMENTS AND ASSETS The first step in the estate administration process is...

Many investors often think of investments as being limited to just stocks and bonds. And while these traditional assets tend to make up the majority of the open market, there is an entire universe of other assets that represent a very different side of investing: alternative assets.  Listen to the podcast What is an alternative asset? There’s a lot of mystery surrounding alternative...

You’ve probably heard of stocks and bonds. Both are essential building blocks of most investment portfolios and are often mentioned in the same breath. Stocks and bonds are two types of investments that can help you grow your money—but how they do it and the returns they offer can be very different.   Listen to the podcast What exactly is a stock? A stock is a unit that represents...

This is the final blog in a three-part series that focuses on the practical side of aging wisely. Part 1: Four practical steps you can take to ensure your estate plan is effective Part 2: Are you concerned about cognitive decline in you or a loved one? Three action items to help plan for the path of inevitable change Healthcare: It’s an insurance system, the medical professionals you...

Listen to the podcast Do you have tangible things in your life that you want to protect? Do you want peace of mind, knowing that you’ll be able to recover from a loss if the unexpected happens and that you’ll be able to rebuild your life? If you’re like a lot of young adults, you’ve worked hard to build a solid financial foundation and it is only natural to want to protect everything that...

This is the second blog in a three-part series that focuses on the practical side of aging wisely. Part 1: Four practical steps you can take to ensure your estate plan is effective There is an unprecedented generational neurological crisis in the United States. Whether it’s mild dementia or more fully developed Alzheimer’s disease, an aging population is presenting new challenges to...

Listen to the podcast Life insurance is one of the easiest ways to ensure that you’ll be able to provide for your loved ones after death. The right life insurance policy can be an important financial planning tool that gives you peace of mind by helping you protect the life you’re building, and perhaps more importantly, the people in it. What is life insurance? Life insurance is a contract...

This is the first blog in a three-part series that focuses on the practical side of aging wisely. An estate plan is a gift to you and your family. The most effective estate plan is one that covers all the basics in a very practical way. While you don’t need to have significant wealth to need practical planning, you do need to have a vision for how you want your family taken care of. Below are...

Listen to the podcast For many Americans, home ownership is an important part of the American dream. Being a homeowner means having a space to call your own and a place where you belong. It also means being a part of a community. Owning a home may provide other financial benefits, such as the ability to build wealth through home equity, and potentially lower housing costs and savings over the...

This is the fourth and final blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 2: Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA Part 3: Three types of equity incentive compensation to understand Determining when to begin claiming Social...

This is the third blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 2: Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA Part 4: Are you thinking about filing for social security? Five factors to consider Executive compensation can be a...

This is the second blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 3: Three types of equity incentive compensation to understand Part 4: Are you thinking about filing for social security? Five factors to consider Both traditional IRAs and Roth IRAs are powerful savings tools, and it is...

This is the first blog in a four-part series that focuses on retirement planning. Part 2: Three considerations when converting to a Roth IRA Part 3: Three types of equity incentive compensation to understand Part 4: Are you thinking about filing for social security? Five factors to consider For many, retirement is one of the most important financial goals, but planning how to...

“Family” is a powerful word, loaded with meanings and emotions. And today, family structures go far beyond historical legal and cultural definitions. For any of today’s families, the essential planning questions of yesterday still apply. For example, to whom do I want my wealth to go? When should money be given and in what form? These are not easy questions and they can get more complicated...

Listen to the podcast When you’re in love and only thinking of starting your new life, “till death do us part,” it’s easy to dismiss the need for a prenuptial agreement. Divorce is probably the last thing you want to be thinking about. Or perhaps you think you don’t have enough assets to make a prenup worthwhile, especially if both you and your intended are just getting started in your...

Most people have little experience dealing with estate administration and are often overwhelmed when they discover they’ve been appointed to oversee it. While there are many activities involved with administering an estate, you may be able to ease the burden by familiarizing yourself with the process. 1. GATHER DOCUMENTS AND ASSETS The first step in the estate administration process is...

Many investors often think of investments as being limited to just stocks and bonds. And while these traditional assets tend to make up the majority of the open market, there is an entire universe of other assets that represent a very different side of investing: alternative assets.  Listen to the podcast What is an alternative asset? There’s a lot of mystery surrounding alternative...

You’ve probably heard of stocks and bonds. Both are essential building blocks of most investment portfolios and are often mentioned in the same breath. Stocks and bonds are two types of investments that can help you grow your money—but how they do it and the returns they offer can be very different.   Listen to the podcast What exactly is a stock? A stock is a unit that represents...

This is the final blog in a three-part series that focuses on the practical side of aging wisely. Part 1: Four practical steps you can take to ensure your estate plan is effective Part 2: Are you concerned about cognitive decline in you or a loved one? Three action items to help plan for the path of inevitable change Healthcare: It’s an insurance system, the medical professionals you...

Listen to the podcast Do you have tangible things in your life that you want to protect? Do you want peace of mind, knowing that you’ll be able to recover from a loss if the unexpected happens and that you’ll be able to rebuild your life? If you’re like a lot of young adults, you’ve worked hard to build a solid financial foundation and it is only natural to want to protect everything that...

This is the second blog in a three-part series that focuses on the practical side of aging wisely. Part 1: Four practical steps you can take to ensure your estate plan is effective There is an unprecedented generational neurological crisis in the United States. Whether it’s mild dementia or more fully developed Alzheimer’s disease, an aging population is presenting new challenges to...

Listen to the podcast Life insurance is one of the easiest ways to ensure that you’ll be able to provide for your loved ones after death. The right life insurance policy can be an important financial planning tool that gives you peace of mind by helping you protect the life you’re building, and perhaps more importantly, the people in it. What is life insurance? Life insurance is a contract...

This is the first blog in a three-part series that focuses on the practical side of aging wisely. An estate plan is a gift to you and your family. The most effective estate plan is one that covers all the basics in a very practical way. While you don’t need to have significant wealth to need practical planning, you do need to have a vision for how you want your family taken care of. Below are...

Listen to the podcast For many Americans, home ownership is an important part of the American dream. Being a homeowner means having a space to call your own and a place where you belong. It also means being a part of a community. Owning a home may provide other financial benefits, such as the ability to build wealth through home equity, and potentially lower housing costs and savings over the...

This is the fourth and final blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 2: Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA Part 3: Three types of equity incentive compensation to understand Determining when to begin claiming Social...

This is the third blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 2: Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA Part 4: Are you thinking about filing for social security? Five factors to consider Executive compensation can be a...

This is the second blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 3: Three types of equity incentive compensation to understand Part 4: Are you thinking about filing for social security? Five factors to consider Both traditional IRAs and Roth IRAs are powerful savings tools, and it is...

This is the first blog in a four-part series that focuses on retirement planning. Part 2: Three considerations when converting to a Roth IRA Part 3: Three types of equity incentive compensation to understand Part 4: Are you thinking about filing for social security? Five factors to consider For many, retirement is one of the most important financial goals, but planning how to...

“Family” is a powerful word, loaded with meanings and emotions. And today, family structures go far beyond historical legal and cultural definitions. For any of today’s families, the essential planning questions of yesterday still apply. For example, to whom do I want my wealth to go? When should money be given and in what form? These are not easy questions and they can get more complicated...

Listen to the podcast When you’re in love and only thinking of starting your new life, “till death do us part,” it’s easy to dismiss the need for a prenuptial agreement. Divorce is probably the last thing you want to be thinking about. Or perhaps you think you don’t have enough assets to make a prenup worthwhile, especially if both you and your intended are just getting started in your...

Most people have little experience dealing with estate administration and are often overwhelmed when they discover they’ve been appointed to oversee it. While there are many activities involved with administering an estate, you may be able to ease the burden by familiarizing yourself with the process. 1. GATHER DOCUMENTS AND ASSETS The first step in the estate administration process is...

Many investors often think of investments as being limited to just stocks and bonds. And while these traditional assets tend to make up the majority of the open market, there is an entire universe of other assets that represent a very different side of investing: alternative assets.  Listen to the podcast What is an alternative asset? There’s a lot of mystery surrounding alternative...

You’ve probably heard of stocks and bonds. Both are essential building blocks of most investment portfolios and are often mentioned in the same breath. Stocks and bonds are two types of investments that can help you grow your money—but how they do it and the returns they offer can be very different.   Listen to the podcast What exactly is a stock? A stock is a unit that represents...

This is the final blog in a three-part series that focuses on the practical side of aging wisely. Part 1: Four practical steps you can take to ensure your estate plan is effective Part 2: Are you concerned about cognitive decline in you or a loved one? Three action items to help plan for the path of inevitable change Healthcare: It’s an insurance system, the medical professionals you...

Listen to the podcast Do you have tangible things in your life that you want to protect? Do you want peace of mind, knowing that you’ll be able to recover from a loss if the unexpected happens and that you’ll be able to rebuild your life? If you’re like a lot of young adults, you’ve worked hard to build a solid financial foundation and it is only natural to want to protect everything that...

This is the second blog in a three-part series that focuses on the practical side of aging wisely. Part 1: Four practical steps you can take to ensure your estate plan is effective There is an unprecedented generational neurological crisis in the United States. Whether it’s mild dementia or more fully developed Alzheimer’s disease, an aging population is presenting new challenges to...

Listen to the podcast Life insurance is one of the easiest ways to ensure that you’ll be able to provide for your loved ones after death. The right life insurance policy can be an important financial planning tool that gives you peace of mind by helping you protect the life you’re building, and perhaps more importantly, the people in it. What is life insurance? Life insurance is a contract...

This is the first blog in a three-part series that focuses on the practical side of aging wisely. An estate plan is a gift to you and your family. The most effective estate plan is one that covers all the basics in a very practical way. While you don’t need to have significant wealth to need practical planning, you do need to have a vision for how you want your family taken care of. Below are...

Listen to the podcast For many Americans, home ownership is an important part of the American dream. Being a homeowner means having a space to call your own and a place where you belong. It also means being a part of a community. Owning a home may provide other financial benefits, such as the ability to build wealth through home equity, and potentially lower housing costs and savings over the...

This is the fourth and final blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 2: Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA Part 3: Three types of equity incentive compensation to understand Determining when to begin claiming Social...

This is the third blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 2: Converting your traditional IRA to a Roth IRA? Three considerations when converting to a Roth IRA Part 4: Are you thinking about filing for social security? Five factors to consider Executive compensation can be a...

This is the second blog in a four-part series that focuses on retirement planning. Part 1: Starting to plan for retirement? Four questions to ask—at any age Part 3: Three types of equity incentive compensation to understand Part 4: Are you thinking about filing for social security? Five factors to consider Both traditional IRAs and Roth IRAs are powerful savings tools, and it is...

This is the first blog in a four-part series that focuses on retirement planning. Part 2: Three considerations when converting to a Roth IRA Part 3: Three types of equity incentive compensation to understand Part 4: Are you thinking about filing for social security? Five factors to consider For many, retirement is one of the most important financial goals, but planning how to...

“Family” is a powerful word, loaded with meanings and emotions. And today, family structures go far beyond historical legal and cultural definitions. For any of today’s families, the essential planning questions of yesterday still apply. For example, to whom do I want my wealth to go? When should money be given and in what form? These are not easy questions and they can get more complicated...

Listen to the podcast When you’re in love and only thinking of starting your new life, “till death do us part,” it’s easy to dismiss the need for a prenuptial agreement. Divorce is probably the last thing you want to be thinking about. Or perhaps you think you don’t have enough assets to make a prenup worthwhile, especially if both you and your intended are just getting started in your...

Most people have little experience dealing with estate administration and are often overwhelmed when they discover they’ve been appointed to oversee it. While there are many activities involved with administering an estate, you may be able to ease the burden by familiarizing yourself with the process. 1. GATHER DOCUMENTS AND ASSETS The first step in the estate administration process is...

Many investors often think of investments as being limited to just stocks and bonds. And while these traditional assets tend to make up the majority of the open market, there is an entire universe of other assets that represent a very different side of investing: alternative assets.  Listen to the podcast What is an alternative asset? There’s a lot of mystery surrounding alternative...

You’ve probably heard of stocks and bonds. Both are essential building blocks of most investment portfolios and are often mentioned in the same breath. Stocks and bonds are two types of investments that can help you grow your money—but how they do it and the returns they offer can be very different.   Listen to the podcast What exactly is a stock? A stock is a unit that represents...