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When it comes to estate planning, women have unique concerns. The fact is that women live an average of 5.8 years longer than men.* That’s important because it means there’s a greater chance that you…

Taking Charge of Your Financial Future Women have more opportunities today to achieve financial success than ever before.Yet on their path to financial security, women often face obstacles that their male counterparts don’t. Let’s look…

The Rule of 72 is a simple rule that you can use to estimate how long it will take for your money to double. For example, if you have $5,000 today, how long will it…

401K Questions To Ask When evaluating whether to initiate a rollover always be sure to (1) ask about possible surrender charges that may be imposed by your employer plan or new surrender charges that your…

Assuming both options are available to you, there’s no right or wrong answer to this question. You need to weigh all of the factors and make a decision based on your own needs and priorities….

If you’ve lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It’s important to understand your options. What happens to my 401(k) plan when I…

Researchers in the field of behavioral finance study how personal emotions and other cognitive factors can influence financial decision-making. What they’ve discovered is that people don’t always make wise choices when it comes to their…

Social Security benefits could be a key component of your retirement strategy. You may want to consider how your claiming age could affect the size of your benefit. Age 62 — You will receive a…

Life insurance could play an important role in your wealth-preservation strategy.Although many people allow their life insurance policies to lapse as they get older,there are good reasons to maintain coverage. The most obvious reason, of…

People and Papers When Creating An Estate Plan To develop a comprehensive plan, you will need certain key documents and the guidance of a professional team. The advisors you choose and the documents you require…