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A corporate executive for a large, publicly held company had a sizeable life insurance policy.

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.

As we walked out of the hospital, my sister turned to her kids and said, “Please take care of me at home if I get as sick as your grandmother.” I turned to my husband and said, “Just put me in a nursing home and go on with your life.”

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.

My father is a big fan of the K.I.S.S. principle (“Keep it simple, sweetie.” What? Your father calls it something else?).

What really happened to Cinderella after she married Prince Charming? Did she live happily ever after?

Many people can’t wait for retirement. They have visions of playing golf, fly-fishing, reading, volunteering, spending hours with their grandchildren, and engaging in all manner of activities they never had time to do before. But several questions often weigh heavily: Do I have enough money tucked away to make my retirement vision a reality? Or will I end up barely scraping by? Can I afford to continue to live in my current home? Or should I downsize or move to a cheaper area of the country?