Customizing a Life Insurance Policy With Riders

How the addition of life insurance riders can help personalize your policy.

12 Tax-Smart Charitable Giving Tips for 2023

Increase your charitable impact while potentially reducing your taxable income.

3 Ways to Pass Down a Home

The pros and cons of different methods for leaving a home to your heirs.

9 Things Every Retired Person Should Do

The need for planning doesn't end when you retire—but the focus of your planning activities should shift. Here's how.

Estate Planning at Any Age: Getting an Early Start

No matter your age or financial situation, organizing your affairs and estate can be a fruitful exercise at any point during your financial journey, but the sooner, the better.

How to Handle an Inherited Business

Inheriting a business can be a great honor—and potentially a great burden. Here's how to assess its viability and navigate the tax bill.

Should You Disinherit a Child?

Family rifts sometimes lead to estrangement—resulting in thoughts of disinheritance. But consider the consequences before you exclude a loved one from your estate.

Are Your Beneficiaries Up to Date?

Designating beneficiaries is a simple way to help protect your estate and avoid probate.

What Should Be on Your Wealth Management Watch List This Year?

It's easy to overlook some of the financial-planning and wealth management decisions made years ago. What can be done to ensure every aspect of your portfolio is properly maintained?

How to Protect Your Finances as You Age

An unfortunate reality of aging is the natural decline in cognition. Here's how to help protect your finances.