Maximize Your Medicare Deductions
Medicare is a great benefit for retirees. Learn how to make the most out of your Medicare deduction with these tips.
Why Women Need to Plan for Long-Term Care
Did you know women are expected to live longer than men? Too many women are stuck with the unexpected expenses of long-term care later in life, instead of preparing for it while there’s still plenty of options, resources and time ahead.
9 Questions to Ask Yourself During the Estate Planning Process
You want to check off all the boxes when it comes to making an estate planning strategy. But it can be hard to see what you may still be missing. As you work with your financial professional, start by reviewing these 9 questions.
A Guide for Doctors During Divorce
A divorce is never easy, but medical professionals tend to face a few additional hurdles during the process.
Estate Planning as an LGBTQ+ Couple: 6 Considerations to Make
When it comes to estate planning, many LGBTQ+ couples face additional challenges in making sure their assets are protected. Here are 6 of those challenges, and what you can do to overcome them.
Beginning the Business Succession Process: A Guide for Business Owners
While your day-to-day focus is on running your family business, it's important to keep an eye on the future as well. If you haven't considered business succession planning yet, here's where to start.