by Robert Sechrist | Jul 31, 2023 | retirement
Small-business owner Jennifer found herself in a tough caregiving situation and doesn’t want to subject her family to that. What are her, and your, options? You might be shocked to discover that as few as 3% Americans have a fully funded plan for long-term care...
by Robert Sechrist | Jul 24, 2023 | estate
Failing to plan how to distribute your assets can be disastrous. Our expert explains why, and the four key questions you need to ask yourself. Over the next few decades, Americans are expected to pass down trillions of dollars to family members and other...
by Robert Sechrist | Jul 17, 2023 | Insurance
Here’s What to Know About Buying It for the First Time KEY POINTS Life insurance can protect your loved ones financially in the event of your passing. If you’re new to buying life insurance, make sure to figure out how much coverage you need. Also...
by Robert Sechrist | Jul 10, 2023 | retirement
Steer clear of these common errors so you can build a sustainable nest egg. When you transition into retirement, your daily routine will change in many ways. In addition to getting your income from new sources, you can expect to have different commitments. You might...
by Robert Sechrist | Jul 3, 2023 | retirement
Key Points: The classic notion of retirement planning is a measure of savings and time. “Longevity” planning is a more complete framework, said Joseph Coughlin, director of the MIT AgeLab. Americans overlook many important aspects of old age. They include...
