We all know the scene: A grieving family gathers in a room for the reading of their relative’s will. It lists who inherits what, and
No one wants to think about examining and dividing their finances, but divorce happens. In particular, an increase in “grey divorce” (divorce involving couples over
What are your financial goals? The answer to that question will change through life, but this handy guide can help you and your loved ones
Winning the lottery can be a dream come true, but it often ends up being a short-lived one — about 70% of lottery winners go
Most people look forward to retirement. However, a surprising number of people find themselves hesitating to start their golden years -– or even “un-retiring” a
It’s hard to find any good news about finance these days. Market forecasters are starting to use the dreaded “r” word to describe the economy
Money management can get complicated as your financial success and stability climbs. Sometimes bad habits that impact our long-term financial health start at our high
Do you and your family want to make a positive impact in the world? Your family can create a plan for charitable giving to help
Do you have an investment property you’re thinking of selling? Or are you thinking of downsizing soon? It’s important to understand the costs associated with
Have you and your spouse ever disagreed about money? You’re not alone. Shared finances can be tricky, and many couples run into a conflict or
Passing family property down through the generations is a wonderful way to honor all the memories made in your home. Plus, your kids will get
The new administration has proposed tax changes that could affect estate planning for the wealthy. While these proposals may not pass, they offer an important