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What You Don't Know About Estate Planning Can Hurt You
Personal Planning 07/09/2025
A colleague was lamenting how slow and costly it was to sort out his parents' estate after they had both passed away. His father thought that by setting up a trust, everything would be easily...
As a savvy investor you know that one of the keys to long-term success is avoiding unnecessary costs. You know to steer clear of tax penalties, excessive transaction costs, and even opportunity...
Benjamin Franklin was so varied in his accomplishments; he almost seems like a mythical character. One of the leading scientists of his time, he discovered key principles of electricity and first...
Retirement is a phase of life you've never experienced before. How you plan to spend your post-work life can give valuable insight before you make major decisions. Christine Benz, who writes about...
The temptation to acquire something now but not pay for it until later is probably as old as humanity. There's the ancient biblical story of Esau, who traded his future inheritance for a bowl of...
We love our cars. They get us to work. Haul all our stuff home from the store. And allow us to enjoy those weekend road trips in comfort. But even more than that, a car is a powerful personal...
According to LongTermCare.gov, nearly 70% of those age 65 and over will require long-term care at some point in their lives. This includes care at home (paid and unpaid) as well as at nursing and...
If intensive computer analysis of stock market data has allowed short-term investors to beat some benchmark indexes some of the time, shouldn't the added sophistication of artificial intelligence...
Even if you've never heard of Elisabeth Kübler-Ross, you're probably familiar with her Five Stages of Grief.1 These are phases that we naturally go through after experiencing a significant loss:...
In some ways, planning for retirement is abstract. You talk about things like dreams, goals, and second chapters. But in other ways, it's just simple math. You're going to need X amount of dollars...