How to Vet the Financials of a Continuing-Care Retirement Community
Due diligence can be difficult thanks to the communities' complex business models, but prospective residents should review key metrics before buying. Click here to read more.
Putting Pets in your Will is No Longer Just for Just for Eccentric Billionaires
The rise of the "pet directive" lets anyone plan for their animals, not just the wealthy. Click here to learn more.
Changes in Retirement Savings Rules to Know Before Year’s End
New rules promote Roth Treatment of workers' investments and ease some RMD burdens, among other things. Click here to read more.
Why Everyone Needs a “Digital Death-Cleaning” Plan
Nobody wants to leave a confusing collection of files they can't open, accounts they can't access and assets they can't locate. Don't be that person! Click here to read more
A Tip for the Rookie Executor: Plan Ahead
Being prepared can make an executor's job so much easier. Click here to learn more.