Seek and Find!
At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs of your aging parents. Squeezed in the middle, you’ve joined the ranks of the “sandwich generation.”
To illustrate how life insurance can help you plan your estate wisely, let’s compare what happened upon the death of two friends: Frank, who bought life insurance, and Dave, who did not. (Please note that these illustrations are hypothetical.)
Incapacity means that you are either mentally or physically unable to take care of yourself or your day-to-day affairs. Incapacity can result from serious physical injury, mental or physical illness, advancing age, and alcoho
Emily and Brad are a married couple in their late 40s with a couple of teenage children.
Accumulating a substantial nest egg for your retirement years may seem overwhelming, but there are smart ways to plan for retirement at every age, says Eric Freedman, chief investment officer for CAPTRUST.
When it comes to saving and investing for retirement, there may be a quiet battle of the sexes going on in many households.
My father is a big fan of the K.I.S.S. principle (“Keep it simple, sweetie.” What? Your father calls it something else?).
Saving and investing for retirement is a marathon, not a sprint. You have to plan for it, work at it and, if possible, get help from investment professionals.
