Artificial intelligence is creating new, more complex cybersecurity challenges. It may also hold the solutions.  The uses for artificial intelligence (AI) are seemingly endless. AI can anticipate the next song we’d like to hear, break down advanced concepts into...

The language used in important documents may need to shift to reflect recent technology and family dynamics.  With the advent of new technologies, potential surprises at estate settling time are becoming more common. At-home DNA testing has opened new avenues of...

Complement your retirement plan with a health savings plan for the things Medicare doesn’t cover.  Retirement is an exciting time and a new phase of life worth celebrating with family and friends; however, planning for retirement can sometimes bring uncertainty....

Protect what you've built with a secondary insurance policy.   Umbrella insurance might not be a dinner table topic, but it’s worth a discussion if you’re interested in extra asset protection. It’s estimated that one in five people with considerable wealth opt out of...

Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.  For years, you’ve been saving and investing for retirement. But what happens when you finally retire and it’s time to switch...

Strategic borrowing can keep your financial plan intact and at work.  Truths that seem universal often fray at the edges, particularly when talking about money.  Take for example the popular and often helpful advice from writers of bestselling personal finance books....

Saving well, spending well and investing well are essential to a financially sound lifestyle, but for those inclined toward philanthropy, giving well should garner similar consideration.    Matters of timing, taxation and method can significantly change how your...

Rethinking how you schedule your days can set you free.  While some things may be out of our control, much of our life comprises the choices we make – including how we manage our time, or don’t.  Our drive for productivity, especially in the U.S., has us so caught up...

Take action during an overwhelming time with this quick guide.  When someone close to you dies, the whirlwind of emotions and planning can be paralyzing. And if you’re the heir in charge or executor of your loved one’s will, decision-making and to-dos are a heavy...