Author: Carrie

Long-term care insurance can support your future flexibility Nearly 70% of people who are now age 65 or older will require long-term care at some point in their lives1, making long-term care insurance an important consideration when creating a holistic retirement...

A dedicated executor or trustee can help unburden your loved ones. You wouldn’t hand over a major responsibility to just anyone, especially something as important as serving as executor of your estate. If your estate is large or complicated, it can be an enormous...

Meet the eldercare specialists you didn't know you'd need. You’ve heard it before: Americans are living longer. Advances in medicine and technology have increased our longevity as well as our quality of life. But the latter doesn’t just happen by accident. It takes a...

Things to know before estate tax laws sunset in 2025. On January 1, 2018, the Tax Cuts and Jobs Act (TCJA) added provisions to the tax code to reduce income tax burdens. Many, however, weren’t permanent. That’s why December 31, 2025, will be an important day, with 23...

In certain cases, taking a less traditional route may be a better financial fit. It’s human nature to want to take mental shortcuts, like following the crowd to find that best-selling gadget on Amazon. We read all the reviews and think, “If it worked for all these...

Where should you meet? What should you discuss? Who should be there? Consider these suggestions. Estate planning is more than just sharing wealth – it also includes the passing down of your family’s values and history to the next generation. And while selecting the...

As an investor making contributions to an individual retirement account (IRA), it is important to be aware of the specific rules pertaining to how IRA funds can be contributed, withdrawn, and taxed. While you may be aware of some of these requirements, a specific rule...

Retirement is just the beginning of a new adventure. Retirement can last 25 years or more. So rather than think of it as a finish line, it’s important to see it as a new, decades-long phase of life. It’s an opportunity to redefine your life’s purpose. Thriving in...

Knowing these common legacy pitfalls can help your family avoid them. Family coach and author Roy Williams surveyed more than 3,000 families and found that over 90% of family wealth transfers fail by the end of the third generation. But in this context, what does...