Blog

Is It Possible to Live Too Frugally During Retirement?

Yes, it is, says Matt Fellowes, CEO of United Income, in a recent report.

GUEST COLUMN: Talking to Older Relatives about Finances

Discussing finances with elderly loved ones is rarely easy. However, these conversations are essential.

The Risk of Not Knowing

Ladies, be careful. Financial turmoil often awaits women who turn a blind eye to family finances.

The Value of Multigenerational Family Meetings

This strategy can help avoid family conflicts about money and things.

Smart Ways to Build a Moat Around Your Wealth

take steps to protect the assets you’ve worked so hard to build. Otherwise, you may jeopardize your family's financial security.

Umbrella Policies: Essential for Estate Planning

one component of an asset protection plan that is often overlooked or underused—even by the affluent—is the umbrella policy.

Preparing for the Financial Reality of Widowhood

What happens financially during the five years of widowhood? Many women will be in for a shock.

Four Steps to a Successful Multi-Generational Family Meeting

Here's how to set the stage for a family meeting that meets all your goals.

FAQ: Social Security Representative Payees

Certified Elder Law Attorney Barbara Boone McGinnis answers frequently-asked questions about representative payees for social security.

Guest Column: So You’ve Created a Trust… Now What?

Simply creating a trust isn't enough. There's much more to do.

GUEST COLUMN: Preparing for Your Golden Years

By Wes Wood Traveling, spending time with family, enjoying a hobby, volunteering – these are just some of the many things people say they...

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