The Longevity Challenge For most workers in our parent’s generation, the one-two punch of a healthy company pension combined with Social Security afforded a reliable retirement safety net. Back in 1975, more than 80% of private sector workers were covered by some type...

Financial planning, particularly when integrated into the management of your assets, provides you with a comprehensive suite of related services designed to help you best navigate the inevitable twists and turns of your financial life. In many respects, financial...

With close to 100 million Americans living in blended families, it’s a specialized area of financial planning that’s garnering increasing interest. Our article last summer entitled “Managing Finances When You Remarry” proved to be one of the most popular articles we...

Beneficiary designations can provide a relatively easy way to transfer an account or insurance policy upon your death. However, if you’re not careful, missing or outdated beneficiary designations can easily cause your estate plan to go awry.We often...