Seek and Find!
In this issue, we explore the rising cost of health care in retirement, how long to retain your financial documents, and disability insurance for the self-employed.
In this issue, we examine a diverse set of topics, including bitcoin and blockchain technologies, the benefits and considerations of filing for an income tax extension, and why you might want to consider umbrella liability insurance.
Nancy Schlossberg had spent a career studying adult transitions—life changes ranging from relocation to divorce to job loss—when she undertook some major transitions of her own.
If you are a female breadwinner or you are married to one, you know that, at times, having the freedom to decide who does what in the family can be complicated.
A corporate executive for a large, publicly held company had a sizeable life insurance policy.
It pays to plan ahead.
Transitioning to retirement is a big life adjustment, one fraught with mixed emotions and moments of uncertainty.
In this issue, we explore several recent changes to Social Security that may affect your benefit planning, best practices for creating an emergency fund for unforeseen expenses, and how to take advantage of healthcare savings accounts, an interesting planning tool with attractive tax benefits.